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
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/16126240368/original/Pc9lt_sipSCt8eWQaFUyMdy9s9DEKR8b5Q.png?1723125739)
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.
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