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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