How do I raise an invoice credit?

Credit notes are a simple way to account for overpayments. This article will cover the different ways to apply credits to invoices

1. Credit raised against an outstanding invoice will be considered as a partial/full payment towards that existing invoice
2. Credit raised against a reconciled (fully paid) invoice will be considered as an account credit to be used against a future invoice

Raising credit against an invoice

1. Navigate to Sales Admin > Invoices
2. Find the invoice you'd like to raise credit against
3. On the right side under 'Action', click 'RC' 
   
   *If the option is not there, it means it is not possible to assign credit to this invoice, for example if the invoice is currently in a 'pending' state.
4. Enter the value of the credit required and click 'Create credit note'

Raising credit when removing someone from a product

When you remove a contact from a product, you will have the opportunity to apply credit, at that stage.

Full information on this are available on our Remove from Product article.

Raising credit when cancelling a session

You can also apply credit when cancelling an individual session, from the Timetable/Fixtures section of your system.

Steps:

• Click into a session which has attendees
• Select the 'Cancel session' option from the top right 
• Choose if you wish to provide a credit or refund to the attendees
• Choose if you wish to notify the attendees of the session cancellation
• Click 'Continue'
• Specify the amount you would like to credit