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Level 1

Applying account credit to multiple invoices

We have an account credit on a customer acct and want to apply it to approx. 100 different invoices to wipe them clear.  Is selecting and applying one at a time the only way to do it?  Is there a place or a way to select multiple?

2 Comments
Level 15

Re: Applying account credit to multiple invoices

enter the one credit memo for the customer in the total amount

use receive payments, select the customer, check mark all invoices and apply the credit memo

Moderator

Re: Applying account credit to multiple invoices

You can select multiple invoices to apply the credits for that customer, lholmes1.

 

Here's how:

  1. On the Receive Payments window, select all invoices.
  2. Click Discounts And Credits.
  3. Select the available credits, then click Done.
  4. Click Save and close.

That's it! You're now able to apply the credits to multiple invoices. Let me know if you have other questions.

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