Apply Credit to an Invoice
Use customer credit when creating or paying invoices
Apply Credit to an Invoice
Learn how to apply existing customer credit to invoices.
Video coming soon1:30
When to Use This
Use this workflow when:
- A customer has available credit
- You're creating a new invoice
- Recording a payment for an invoice
Before You Start
Make sure you have:
- Customer has available credit balance
- Invoice amount is known
Steps
Create or Open Invoice
When creating a new invoice or opening an existing one, available credits are shown automatically.
Select Credit to Apply
Click Apply Credit and choose which credit memos to use.
Credits are applied oldest-first by default. You can manually select which credits to apply.
Confirm Application
Review the credit application and confirm. The invoice amount will be reduced by the credit amount.
Using the AI Assistant
You can also say:
"Aplicar el crédito de Juan Pérez a la factura 0045"
or
"Use María García's credit for invoice 0032"
The assistant will guide you through the same process.
What Happens Next
- Credit is applied to the invoice
- Invoice balance is reduced
- Credit memo status updates
- Remaining credit balance updates
- QuickBooks syncs automatically
Related
- Rollover Credit - Create credit from deposits
- Credits & Credit Memos - Learn about credit management
- Create and Send an Invoice - Create invoices