How to Adjust or Remove Credits

Modified on Fri, 15 Aug at 3:48 PM

The system does not allow for the deletion of credits. However, you can remove them from an invoice or zero out an existing credit balance.

Removing a Credit from an Invoice

To remove a discount credit: Delete the discount credit line item directly from the invoice.
To remove a prepaid credit:
1. Click the Payments button.
2. Delete the $ amount.
3. Click Tab.
4. Click OK.
5. Select YES to return the dollar amount to the available credit.

Zeroing Out an Existing Credit

From the Credit History, open the credit you wish to adjust.
Highlight the existing Amount.
Replace it with $0.
In the tracking pop-up, provide a reason for the change.