How to use credit balance?

1.Access Sales Invoices.

• Navigate to the Sales Invoices section

2.Create A New Invoice 

• Click on “Add New”

3.Add Customer with Credit Balance.

• Choose the customer who has a credit balance that you want to apply to the invoice. This ensures the credit is correctly allocated.
• Click on Confirm.

4.Scroll Down to Enter Invoice Details.

• Fill in necessary details such as :
• Item codes, quantities(e.g.,PCS for pieces), and Unit prices for the goods or services provided.

5. Or you can directly go to select payment received and  add payment  

6.Apply Credit Balance :

• Scroll down to the “Add Amount Paid“ column on the invoice.
• Select “Prepayment”  as the payment method In the dropdown menu. This indicates that the payment is being applied form a pre-existing credit balance.

7 Enter Amount

• Input the amount you wish to deduct from the customer’s credit balance towards this invoice. This should match or be less that the available credit balance.
• Description (Optional) - Allows you to add additional notes or explanations regarding the transaction.

8.Confirm the invoice 

• Once all details are entered correctly, click on “Confirm”

9. Save the invoice

• Scroll up and click on Save

You will see the amount recorded in between credit amount column.