Let me share additional information @yana-ringo.
You can create a credit memo if your customer wants to use their credits to reduce their current open balance. I can guide you on how this works.
First, let's create a credit memo. Here's how:
- Go to + New.
- Select Credit memo or Give credit.
- From Customer dropdown, select the customer's name.
- Enter the credit memo details, such as the date and the amount.
- Click Save and close.
Once completed, you can now manually apply the credit memo to the invoice.
- Click the + New.
- Choose Receive payment or Receive invoice payment.
- Select the customer
- From the Outstanding Transactions section, select the open invoice you want to apply the credit memo to.
- In the Credits section, mark the credit memo you want to apply.
- For the open invoice in the Payment column, enter how much of the credit you want to apply.
- Leave the Payment method, Reference no, Deposit to, and Amount received fields blank.
- Fill out the rest of the form, including the Payment date.
- Click the Save and Close button.
Also, you can enable the credit memo auto-apply feature. This way, the system will automatically apply any credits your customer has to their open balance. You can read through these articles for more detailed information:
Stay in touch with us here if you have other questions about managing your customer-related transactions. I'm always here to help.
