Apply a credit to a group

Users with the Billing Office user permission or Can Send Invoice role permission can apply over-payments to a group balance. The group balance appears on the invoice and can be credited on a future invoice. Run a Group Balance Report to see how credits were issued and applied.

You can:

• Issue a credit: Apply a credit to a group balance to be used for future payments.

  Note: This is best if there is a negative balance.

• Apply a credit: Apply a group balance credit to an invoice as a payment.

  Notes:  This acts as a payment and reduces the balance of an invoice. You cannot apply a credit of more than the group balance amount.

To issue a credit:

1. Select Invoices > View All Invoices.

2. Next to the invoice you want, click . The invoice opens.

   

3. Select Actions > Issue Credit. A pop-up appears.

   

4. Complete the following fields;

   Field	Description
   Amount	Enter the credit amount.
   Note	Add any desired notes.
   Credit Date	Enter the desired date, or select from the calendar.

5. Click Credit.

To apply a credit:

1. Select Invoices > Open Invoices.
2. Next to the invoice you want, click . The invoice opens.

3. Select Actions > Apply Credit. A pop-up appears.

   Note: This option only appears if there is a credit available.

   

4. Complete the following fields:

   Field	Description
   Amount	Enter the credit amount.
   Budget Code	Select a budget code, if applicable.
   Note	Add any desired notes.
   Credit Date	Enter the desired date, or select from the calendar.

5. Click Credit.

To view credits issued or applied to a group:

1. Select Users > Manage Groups.
2. Next to the group you want, click .

3. Click the Credits tab. Any associated credits appear.