Undo an Invoice Created from Quotes

Overview

This guide explains how to apply a Quick Credit directly to a customer invoice from within the customer account. Follow the steps below to select the invoice, enter the credit amount, and assign a credit category.

Steps to Apply a Quick Credit to an Invoice

1. Open Invoice History. From the customer account, click Invoice History.
2. Select the Invoice. Highlight and select the invoice you wish to credit.
3. Initiate the Quick Credit. Click Quick Credit, then click To Invoice.
4. Enter the Credit Amount. Enter the full pre-tax amount in the Original Credit field.
5. Select a Credit Category. Click the Magnifying Glass next to the Credit Category field, then select the appropriate credit reason from the list.
6. Apply the Credit. Click Ok to apply the credit to the invoice.

⚠️ IMPORTANT

Always enter the full pre-tax amount in the Original Credit field. Entering an incorrect amount may result in a credit that does not fully offset the invoice balance.

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.