How to Apply Credits to Multiple Invoices at Once

Overview

You can now apply discount or prepaid credits to multiple invoices at the same time, making it easier to manage customer accounts with multiple open invoices.

When a customer has multiple open invoices (product, recurring, or both), there is a simple way to apply a credit – either discount or prepaid – to all open invoices.

Method 1: Using the Payments Menu

Step 1: Access Apply Credits

1. Click on the Payments button on the menu bar
2. Click Apply Credits

Step 2: Select the Account

On the Apply Credits – Selection Form screen:

1. Enter the account number OR click on the search icon to search for the specific account
2. Click OK

The system will display all open invoices for that account, allowing you to apply credits across multiple invoices.

Method 2: From Invoice History Screen

You can also access the Post Credits screen directly from the customer's Invoice History screen.

Quick Access Steps

1. Navigate to the customer's Invoice History screen
2. Click the Apply Credits button

This provides a faster route when you're already viewing a customer's invoice information.

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com