Create and Apply a Credit Invoice

Modified on Tue, 14 Aug 2018 at 02:04 PM

This process is used to apply a credit invoice to an existing invoice. 

The reasons to apply the credit invoice may include; the member has resigned, changed Membership Type or an error was made on the original invoice

Quick Process

  • Search for the member
  • Select the Account tab (XClub - Invoice tab)
  • Select (highlight) the Invoice to be credited
  • Select the Credit Invoice icon

  • Select Invoice Number

  • Over type the default amount to the match the account balance or the credit amount to be applied to the invoice
  • Select the Membership Type from the drop down menu to match the Membership Type on the original invoice
  • Select Create

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