How to Use a Credit Note to Pay for a Service

  1. Go to the Billing Module

  2. Open the invoice to be paid

  3. Click the "Pay" tab.

  4. Select Credit Note as the payment method.

  5. At the bottom of the payment window, select the available credit note balance.

  6. Apply the amount you would like to use toward the invoice and complete the payment.

The amount used will be deducted from the client’s available credit note balance. Any remaining balance can continue to be used toward future services.


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