You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

Showing articles from apply tag

How to apply a supplier credit to a supplier invoice

**How to apply a supplier credit to a supplier invoice in Workshop Software** 1. Create the supplier credit, as per the guide _[How to Credit a Supplier Invoice][1]_ 2. Double click on the supplier credit created in Step 1; ![][2] 3. Click on the ‘Star’ icon at the top right of the credit, next to the Balance Due;…

How to apply a deposit to an existing customer invoice

A deposit can be added to an open invoice at any stage prior to it being finalised. 1. To add details of a deposit taken, click on the green **'+'** icon located below **Balance Due** and selecting **'Add Deposit'** from the drop down menu: ![][1] 2. Enter the details of the deposit: * Date received (the system …

Applying a Supplier or Customer Credit

Please follow this guide on [how to create a credit][1] if you haven't done so already 1. Open the credit you would like to apply. 2. Press the **'Star'** button next to the Balance Due field. 3. Press **'Apply Credits'** from the drop down menu. ![][2] 4. This should take you to the credit application page. ![]…

How to apply a customer credit

**Please note:** Both the invoice and credit must be an "Account" Invoice type 1. Click on the ‘+’ icon at the top right of the page, and select **Customer Payment** from the dropdown menu: ![][1] 2. Search for the customer and double click to select: ![][2] 3. Next to **Available Credit, **select 'Apply'. ![][3…

scroll to top icon