Summary: This article explains how users can apply available credits when scheduling a payment.

Required Permissions: Schedule payments and manage the AP workflow (recall, mark paid, post).

How to apply a credit note 

Credit application occurs once invoices are posted to the General Ledger, but not yet paid. To apply a credit, users should click on the 'Pay' action in the 'Unpaid invoices' tab.

All the available credits are indicated by the 'C' icons. 

Users can also apply the filter to the credits to filter invoices with available credits or applied credits. 

Users can click on the credit icon to view the total amount of credits available. Users can apply credits by typing in the value they would like to apply. When applied this way, the credits with be applied in first in first out order.  

Alternatively, by clicking on 'Select and apply credits' users can see the specific credits available and select a credit to apply. 

The payment amount will be adjusted accordingly to reflect the applied credit and the credit icon will become solid to indicate a credit has been applied.