How to use a credit note on an invoice ?

A credit note has been created on a member file. The member wants to use it on one of their invoices.

To use a credit note on an invoice, follow these steps :

STEP 1 : GO TO FINANCIAL IN THE MEMBER FILE

In the member file of the member concerned, go to financial, show 'All the operations' and in the 'Search' field, select 'Invoices' and 'Credit notes'.

STEP 2 : FIND THE 'LATE PAYMENT' INVOICE AND THE CREDIT NOTE 'TO USE'

Find  the 'Late payment' invoice which will be settled with the credit note 'To use'.

STEP 3 : STAY ON THE INVOICE

Find the invoice and select the three dots.

STEP 4 : FROM THE THREE DOTS ....

When selecting the three dots, choose the action 'Use a credit note'. A window opens, it shows the amount of the credit note to use (here, that's £2.50). Select the line corresponding to the credit note to activate it then on 'Use'. 

CHECK THAT THE CREDIT NOTE HAS BEEN USED ON AN INVOICE...