Applying a Credit Note

Once you've created a credit note, you must apply it. 

To apply a credit note:

1. In Actionstep, click the global Create button and choose Apply Credit from the Billing section. (You may need to click Show all if you don't see this option.) The Apply Credit Note window appears.
2. Click the Credit note drop-down list and choose the credit note you want to apply. The fields on the window are updated with details about the credit. 
3. In the list of invoices, find which invoice is to be credited and enter the amount to be credited in the Pay column. You can either click the arrow to allocate the full credit note against that invoice, or type the amount in the field. 
   
4. Click Save once finished. This amount will be credited against the invoice. 

Related Articles:

• Creating a Credit Note
• Reporting on Credit Notes