Applied credits records a credit against an issued document's unpaid amount. Open the invoice, refresh its credit evidence and choose Propose credit where current permissions allow it. Review the remaining original lines and tax before entering the amount.
Preparing the credit does not change the ledger immediately. An authorized poster records it through the available action after reviewing the source and date. Check the saved credit status and document balance before reporting the adjustment as complete.
This document-credit workflow does not create a cash refund, transfer or reusable unapplied credit. Those are different events with separate evidence and controls. Keep the business reason for reducing the unpaid obligation distinct from any money already received or returned.
If the document's payment or credit activity changes while the form is open, refresh the evidence before deciding. A prior remaining balance may no longer be available for the same credit. Preserve the original document and its dated credit history so the customer balance can be explained later.
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