How to Allocate a Credit Note to a Sale

Note: To create a credit note, see How to Credit a Customer Account.

To allocate credit, select the credit note in the Invoices list (menu Setup > Invoices). Then click File > New > Allocate Selected Credit. The Allocate Credit window will appear:

Allocate Credit

Enter the details into the following fields:

Click 'OK' to save the credit allocation. The new transaction will appear in the Transactions list (menu Window > Transactions).