Applying credit notes

In Loopit, credit notes can be applied to reduce the balance of an invoice. This is particularly useful when a customer has available credits from previous adjustments, refunds, or goodwill gestures.

Viewing Available Credits

You can view a person’s or company’s available credits from their overview page.

How to Apply Credit Notes to an Invoice

To apply a credit note to a specific invoice:

1. Navigate to the Invoice Overview Go to the invoice you want to apply the credit to.

2. Click on "Apply Credits" This button is available in the invoice action menu.

   
3. Select the Credit Note From the list of available credit notes, choose the one you want to apply.

4. Enter the Amount to Apply You can apply the full or partial value of the credit note, depending on what is available and what is needed to cover the invoice.

   
5. Click "Apply Credit" The credit will now be applied to the invoice. The invoice balance will be reduced accordingly.