Viewing and applying credits & debits in sales and purchases

When entering an invoice, if the customer you have entered has credits on file the total amount of the credits will appear in the upper right hand corner of the invoice. You can access the credits by clicking on the zoom arrow before the amount. The Sales Register - Returns & Credits view will appear showing a list of the credits on file. You can then apply the credits to the invoice, pay refund and create copy of the credits.

Upon recording a sale, if the preference is set to warn you if a customer has an outstanding credit when recording a sale, you will have the option to apply the credit to the sale being created.

When entering a purchase, you will have the same options to view the open debit amount on the purchase as well as apply the debit to this purchase or another purchase.

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