Credit an Existing Unpaid Accounts Payable Invoice

Purpose

Use this process to apply a credit directly to an existing unpaid supplier invoice.

Who Should Use This

Trust Accountants

Steps

1. Navigate to Invoices & Credits

Go to:
Accounts Payable → Invoices & Credits

2. Enter Credit Details

• Supplier / Owner
  Select the supplier or owner who has the unpaid invoice.

• Credit Date
  Enter the date the credit should be applied.

• Leave all other fields blank.

3. Select the Invoice to Credit

• Set Transaction Type to Credit

• Click Credit an Invoice

A list of unpaid invoices will appear.

4. Apply the Credit

• Full Credit
  Tick the checkbox next to the invoice.

• Partial Credit
  Enter the credit amount in the Credit Amount field, then tick the checkbox.

• Click Process Credit

5. Confirm

• A confirmation message will display once the credit has been successfully applied.