How Do I Apply Credit on Invoices?

See Also

Do the following to apply a credit for services on an invoice:

  1. Select Project on the navigation bar.
  2. Select a listed project.
  3. Click the Billing tab and select Transaction from the drop-down list.
  4. Select New from the Action drop-down list to create a new transaction.
  5. Click Invoices.
  6. Specify a date and choose the Credit option.
  7. Enter the amount of the credit to be given and click Apply for a listed invoice. You will be prompted to select an account to apply the credit.
  8. Select Credit or Client Fees and then click OK.
  9. Click Done.
  10. After you apply the credit, when generating the next invoice, choose the Show Project Balance option on the Invoice Format tab of the Projects-Billing-Options screen.