Applying a Supplier or Customer Credit

Crediting an invoice in Workshop Software allows you to reverse or adjust a previously completed Invoice. This is useful when a Customer returns a product or when an error needs to be corrected. This article explains how to apply an existing Credit to an Invoice.

Please follow the guide on how to create a Credit if you haven’t done so already.

Step 1: Open the Credit

  1. Open the Credit you would like to apply.
  2. Click the Star (1) button next to the Balance Due field.
  3. Choose Apply Credits (2) from the drop-down menu.
A cropped screenshot of the Customer Invoice page. Cursors indicate to choose the Star Menu in the Customer Invoice header and Apply Credits menu item.

Step 2: Select the Invoice

  1. On the Apply Credit page, click the Magnifying Glass icon (3) below the reference section.
A screenshot of the Apply Credit page. A cursor indicates a click of the Magnifying Glass icon.
  1. Select the Invoice you would like to apply the Credit to (4).
  2. Click Select (5).
The Invoice Selection pop up from the Apply Credit Page. Cursors indicate to choose and invoice and click Select.

Step 3: Apply the Credit

  1. Click the box below Applied Amount and type in how much of the Credit you would like to apply to this Invoice.
  2. Press Apply (6).
A screenshot of the Apply Credit Page. A red box surrounds the Applied Amount field. A cursor indicates to click the Apply Button.

Good to Know

  • Double-check the details on your Invoice before finalising to ensure accuracy for your Customer and your records.
  • You can apply a partial Credit amount if needed — the remaining Credit balance stays available for future use.

Frequently Asked Questions

Does a Credit Note sync to my accounting system?
If you have an Accounting Integration set up, Credit notes will sync automatically to your connected accounting software.

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