How to Adjust or Remove Credits

Overview

This guide explains how to manage credits in Cornerstone Billing Solutions. Because the system does not allow credits to be deleted, this article walks you through two available alternatives: removing a credit from an invoice, and zeroing out an existing credit balance.

⚠️ IMPORTANT

The system does not allow for the deletion of credits. You can only remove a credit from an invoice or zero out an existing credit balance using the steps below.

Removing a Credit from an Invoice

Removing a Discount Credit

Delete the discount credit line item directly from the invoice.

Removing 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

Use these steps to reduce an existing credit balance to zero directly from the Credit History.

1. Navigate to Credit History and open the credit you wish to adjust.
2. Highlight the existing Amount.
3. Replace it with $0.
4. Enter a reason for the change in the tracking pop-up when prompted.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

Copyright © 1999–2026 Cornerstone Billing Solutions. All rights reserved.