How to Apply a Quick Credit to an Invoice

Overview

This guide explains how to apply a Quick Credit to a customer account — either to an entire invoice or to a specific line item. This is useful when a credit adjustment is needed without generating a separate credit memo or modifying the original invoice manually.

This process is completed directly from within the customer's account in Cornerstone Billing Solutions.

Before You Begin

Before applying a Quick Credit, confirm the following:

• You have access to the customer's account in Cornerstone Billing Solutions.
• You know whether the credit should be applied to the full invoice or to a specific line item.
• You have the credit amount, the Category of Credit, and any relevant description text ready.

How to Apply a Quick Credit

Follow the steps below to apply a Quick Credit to an invoice or line item.

1. Navigate to Invoice History. From the customer account, click Invoice History.
2. Open the invoice. Highlight and select, or double-click, the invoice you wish to credit.
3. Select the line item. Highlight the specific line item you want to apply the credit to.
4. Click Quick Credit. Click the Quick Credit button to open the credit options.
5. Choose the credit scope.Select one of the following options:
   • "To Invoice" — applies the credit to the entire invoice.
   • "To Line" — applies the credit to the selected line item only.
6. Enter the credit amount. Type the $ amount of the credit to be applied.
7. Select the Category of Credit. Enter or choose the appropriate Category of Credit.
8. Add a description. Enter any relevant Descriptions to document the reason for the credit.
9. Apply the credit. Click OK to apply the credit.
10. Save the invoice. Click OK again to save the invoice with the credit applied.

⚠️ IMPORTANT

Be sure to click OK twice — once to apply the credit and once to save the invoice. Skipping the second confirmation will result in the credit not being saved to the invoice record.

Credit Scope Reference

Use the table below to quickly determine which credit option applies to your situation.

Need Additional Help?

Our Customer Success team is here to assist you.

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

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