Allocate a credit note against an invoice

You can add credit notes to invoices, then allocate them

Watch a quick video showing you how to allocate a credit note

Or read how to allocate a credit note

  1. Search for the credit note you want to allocate. If you haven't added a credit note yet, click here to learn how to add a credit note



  2. Click Add new allocation in the allocation history section



  3. On the page that appears, type in the details of your allocation. Click Add allocation when you have filled in all the details

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