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How to allocate credit against invoice


To assign Purchase or Sales Credit to a Purchase or Sales Invoice:


The credit and invoice(s) you want to work with must belong to the same account


1) navigate to a purchase or sales credit

2) click on a receipt / payment line that draws on the CRTRACKER account

3) right click the same line and choose ASSIGN CREDIT

4) pick a sales or purchase invoice to assign some or all of the available credit balance to.


Your credit / invoice(s) will now be linked.

The relationship between the documents is shown as yellow and blue row colouring in the Document Header UI's of the Sales and Purchase Ledger

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Article details
Article ID: 161
Category: Accounts and Book Keeping
Rating (Votes): Article rated 3.0/5.0 (16)

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