How to Apply Credits to Multiple Invoices at Once

Overview

This guide explains how to apply a discount or prepaid credit to multiple open invoices at the same time in Cornerstone Billing Solutions. Use this process when a customer has more than one open invoice — whether product, recurring, or a mix of both — and you need to apply a credit across all of them in a single step.

There are two ways to access the Apply Credits screen: through the Payments menu, or directly from a customer's Invoice History screen.

Method 1 — Using the Payments Menu

Use this method to access the Apply Credits screen from the main menu bar.

Step 1 — Access Apply Credits

1. Click 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 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 the Invoice History Screen

If you are already viewing a customer's invoice information, you can access the Apply Credits screen directly from the Invoice History screen — without returning to the main menu.

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

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

Access Methods at a Glance

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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