How to Apply a Customer Credit

This article will guide you through the process of applying a credit to a customer's balance.

Step 1: Begin by setting up a payment method named Credit Memo if you haven't done so before.

Step 2: Navigate to Settings.

Step 3: Proceed to System List.

Step 4: Click on Payment Expense List.

Step 5: Select Payment Methods.

Step 6: Here, add a credit memo.

Step 7: Alternatively, you may choose to add a Customer credit payment method.

Step 8: Locate the invoice to which you wish to apply the Credit Memo.

Step 9: We're focusing on applying the credit to an open balance for the customer.

Step 10: Find an open invoice and apply the credit to it.

Step 11: Continue to the open invoice.

Step 12: The credit to be applied will be $200.

Step 13: Apply the credit as if you were posting a payment.

Step 14: Add a payment and select the payment method.

Step 15: Choose either Credit Memo or Customer Credit as your payment method.

Step 16: Decide whether you want to sync this over to QuickBooks or not.

Step 17: Enter the payment amount.

Step 18: Select the deposit to account.

Step 19: Proceed as normal.

Step 20: Click on Save.

Step 21: This action applies the credit to the balance due.