Applying a credit note balance to an open invoice

Resolve allows you to apply a customer's credit note balance to their open invoices. 

When you apply a credit note balance to a customer's invoice, we notify them of this action via email. 

How to apply a credit note balance

You can view whether or not a customer has an open credit note balance by clicking into their page. You will be able to see their Credit note balance next to their Terms.

If your customer has a credit note balance, then you will be able to apply it toward any open invoices they have. There are multiple methods by which you can apply a credit note balance via the Dashboard.

Method 1

1. Find the invoice you want to apply the credit toward. You can click into a specific invoice, or locate it in an Invoices table
2. If you are in the Invoices table: Click the ••• icon to the right of the invoice. If you have clicked into a specific Invoice, click on the Actions icon in the top righthand corner
3. Select Apply credit note balance
4. Select any invoices you would like to apply a credit balance toward and enter the amount you want to pay for
5. Select any credit notes you would like to apply toward an invoice and enter the amount you want to apply
6. Ensure that the Ending balance in the bottom right totals to $0
7. Click Apply credit.

Method 2

1. Find the credit note you want to apply. You can click into a specific credit note, or locate it in an credit notes table
2. If you are in a credit notes table: Click the ••• icon to the right of the credit note. If you have clicked into a specific credit note, click on the Actions icon in the top righthand corner
3. Repeat steps 3-7 as detailed in Method 1

Method 3

1. Find the customer who you want to apply a credit note balance for. You can click into a specific credit note, or locate them in the Customers table
2. If you are in the Customers table: Click the ••• icon to the right of a customer. If you have clicked into a specific customer, click on the Actions icon in the top righthand corner
3. Repeat steps 3-7 as detailed in Method 1

Things to note

In order to apply a credit note balance to open invoices, you must ensure that the ending balance is equal to $0. This may require some manual calculation on your end.

In this example, you can see that the credit note cannot be applied as the amounts must equal one another. 

The only time a credit note automatically gets applied to an invoice is when a credit note is issued from an open invoice in an amount that is equal to, or less than the balance of that invoice. Otherwise, credit note balances are never automatically applied to invoices. This includes the following scenarios:

• An invoice that is already or has become past due will not get a credit note balance automatically applied to it
• A new invoice that is created will not get a credit note balance automatically applied to it
• A credit note is issued in an amount greater than the balance on an invoice will not get automatically applied toward another open invoice