View source for Post Credit to Invoice

If you are syncing SME with QuickBooks, you will want to enter your credits in QuickBooks. Click '''[[Credits Entered in QuickBooks]]''' to see how the QB Credit syncs to SME. If you aren't using QuickBooks, you can apply a credit to an invoice in SME and a credit memo is generated in the Receivables module.


#       Go to the invoice you need to apply a credit to.
#       Click '''Actions''' > '''Post Credit'''.
#       In the Credit window, enter the Credit Amount and type notes if necessary. (image below)
#       Click '''OK'''.



[[File:CreditAmount.jpg]]



<u>View the credit on the invoice:</u>

#       Select the Totals tab on the invoice.
#       Locate the Credits field. The credit posted will be populated here. Notice the Balance Due field.
 


<u>Review the credit memo in Payments:</u>

#       In the Invoice, select the '''Payments''' tab.
#       Double click on the credit on the payment tab.

The Credit Memo will open in the Payments section of the Receivables module. (image below)




[[File:AppliedCredit.jpg]]