Accrual document credits retain the original reviewed account mappings. Recorded payments reduce the invoice's overall balance, but the credit workflow does not infer per-part cash allocations from them. Review the current source before choosing the credit amount.
Open the invoice's credit evidence and compare original lines, tax, payments and previous credits. The proposed credit should reflect the supported reduction of the unpaid obligation. A changed account preference in a new draft does not automatically rewrite the mappings of an already issued invoice.
Use a clear business reason and the appropriate accounting date, then follow the available posting action. Preparing a credit is a proposal; confirm the saved status and resulting remaining balance before treating it as recorded.
Keep refunds and reusable credits separate from this applied document credit. If money already received must be returned, the actual payment process and its accounting evidence need their own workflow. The retained credit history should explain the invoice adjustment without implying a cash movement that never occurred.
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