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--- credit_note [2014/10/28 11:33]
Lisa Adams created
+++ credit_note [2014/10/28 11:52]
Lisa Adams
@@ Line 27: / Line 27: @@
 | Taxes		|		| Apply or deduct taxes to the invoice. If you have your tax settings set at [[tax]] then the invoice will by default comply with those settings		|
 	|
+==== Create a Credit Note ====
+  - Go to the client’s account in SnapBill
+  - Select Invoice Center in the left navigation menu
+  - Select Credit Note to create and issue a credit note
+  - Click Save as Credit Note to issue to your client
+==== Manually Applying a Credit ====
+You are able to manually apply a credit to your client's account:
+  - Go to the client’s account in SnapBill
+  - Under the Client Details table select > Modify
+  - In the credit field, add the credit amount
+  - Click Save
+In this instance, a Credit Note will not be saved, but the credit will be applied and recorded in the Activity Log.
+See Also: [[Adding an Opening Balance to a Client]]

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