Location: Customer profile > Account > Accounting tab > Invoices tab (This tab will be open by default.). Alternate Location: Accounting > Search Account > Click on the account > Invoices tab. Both these paths will take you to the same page, so use whichever one works for you.
A credit can be created in a variety of different ways:
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Returns
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Overpayments
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Customer Service
Regardless of how your credit was created, you apply it to an order as a payment in the exact same way.
This process is not meant for deleting credits. If a credit was created by mistake, this would be handled a different way. See our page on clearing a credit if you wish to remove a credit from a customer's account that is not supposed to be there
Applying a credit
- Select an order
- Click Apply Payment. This will open a payments page.
- Select Credit from the Payment method dropdown menu.
- Check the tickbox with the credit ID that you would like to apply and click Submit .
Another window will open. (See the example screenshot below.) The credit(s) you selected will appear, along with the credit amount(s).
- Enter a credit amount - This is the amount paid to the invoice. You do not need use the entire credit. You can apply less than the order total if you would like to make a partial payment. If you do that, the order will show as Partially Paid on your accounting tab.
- Click Apply Payment. Payment detail window opens (below) confirming that the payment has been applied.
- Now the payment has been applied. The order status will have to changed to Paid or Partially paid depending on if there is still an amount due remaining on the invoice.
And the credit status changed to Applied (see screenshot below)
