Navigate via Revenue & Invoicing → Customer credits.
#Customer Credit States
| State | UI Label |
|---|
DRAFT | Draft |
POSTED | Posted |
PARTIALLY_CLEARED | Partially cleared |
CLEARED | Cleared |
ARCHIVED | Archived |
A credit moves from Posted → Partially cleared → Cleared as it is applied to invoices.
#Creating a Customer Credit
- Click + Create customer credit
- Fill in the form (customer, entity, currency, lines, etc.)
- Click Create — the credit opens in Draft
#Posting a Credit
From the credit detail page, use the action button at the top right:
- Post & send — posts the credit and emails it (the email composer opens, with the same fields as for invoices)
- Post only — posts without sending
Once posted, the credit can be applied to invoices.
#Applying a Credit to Invoices
- Open the posted credit
- Click Apply to invoice
- The dialog lists invoices for the same customer in Open or Partially paid state
- Pick one or more invoices and enter the amount to apply against each
- The dialog shows the running totals: total invoice amount, total credit, and remaining credit
- Confirm to apply
The credit's state updates to Partially cleared or Cleared based on how much remains.
#Other Actions
From the credit detail header three-dot menu (⋮):
- Send E-invoice — submit to the e-invoicing network (when supported)
- Archive — archive the credit
#Related Articles