Applying a credit

If you selected the "Retain as an available credit" option when creating a client credit, you will eventually need to go back and apply the credit somewhere.  This article will show you how to apply an unallocated credit to a client invoice.

1) Billing > Payments

2) Click "New Payment"

3) Select Client and "Apply Credit" under Method

4) Select invoices to apply credit to, click "Create"