If your account customer has Credit Notes available, these can be applied to outstanding invoices using the Amortise Down feature.
The Amortise Down feature allows you to enter a lump sum against Payment or use an existing Credit sum, and have it divide and apply automatically across outstanding invoices. The oldest invoices will have payments applied first.
Note: only Credit Notes are available here to be used for payment. If you wish to use alternate Voucher Types (Gift Voucher, Goodwill and Promotional) they will need to be redeemed via POS.
To redeem a Credit Note:
- Select Apply existing credit to invoices from the What would you like to do? field
- The total value of outstanding credits for the customer will be displayed in the Credit: Total Credit field
- Click Amortise Down
Tip: After amortising, you can overwrite any specific invoices by editing the values in the payments boxes.
- Follow the remaining steps above to finalise the payment
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