Applying a Credit to Invoice Items

Credits may be given for selected items on a customer's invoice.

To apply a credit:

1. Right-click on the item description under Usage Total and select Credit.

   

   Note

   A red X displayed to the right of an item indicates credited items or closed disputes. Yellow check marks indicate items in dispute.

   This displays the Apply Credit Item window.

   

2. Enter the amount to be credited.

3. Select a Credit Type from the Type drop-down menu.

4. Enter a description (optional).

5. Click Save.

   Note

   If you make adjustments (credits) using this method, the taxes for the customer are also adjusted.

See also:

Applying Credit to Usage

Applying Partial Credit to Usage