Credits can be applied during any invoice batch process. This is a quicker process than using the adjustment process to apply credits but does not allow application of deposit transactions.

1. Open the invoices batch.  These are invoices manually entered, created through recurring invoices or created by the Work Order (WO) billing process.
2. Open the edit step. It helps to sort by the Credit column so the customers that have credits display at the top of the list.

4. Open (double click) on any invoice that has a credit listed. The outstanding credit amount will display on the invoice.
5. Open (modify or double click) each line one at a time.
6. Type the amount of the invoice in the Credit to Apply box.

7. If multiple lines are on the invoice, click the down arrow move to the next record) icon to open the next invoice. When the last invoice is modified or the credit amount is completely applied click the exit button.
8. Save the invoice.
9. The credit application transactions will be added to the batch eliminating the need to do a separate adjustment batch to apply the credits.

10. This process can also (if desired) be used for credits that came over from a WO billing batch after the adjustment batch is committed.
11. Complete the batch steps.