Credits

A credit reduces a client's outstanding balance for an invoice. You can add credits to apply to a client's future invoices or existing ones. You can also apply the full credit amount to a single line item or split the amount to credit multiple line items.

To access the list of credits, go to Receivables, Credits. To change column headers, select Columns, choose details to include, then select Apply changes. You can also reorder the columns in the list by dragging and dropping the column headers.

To quickly locate the credit you want, search or filter the list.

• To find and open a specific credit, search for it by credit ID and select it in the results.

  Tip: If you don't know the exact ID, search by partial number.

• To view only credits that share specific criteria such as such as credit date or post date, filter the list. From the Filters list, select the criteria of the credits to work with and select Apply filters.