Match a credit note with an invoice

1. Go to the Customer payments (AR302000) window.

2. In the Type field, select Credit note.

3. In the Reference no. field, select the credit note.

4. On the Documents to apply tab, click to add a new invoice line.

   1. The document type Invoice is already selected.
   2. Select the Reference no. for the invoice.

5. Click .

6. Make sure Hold is not selected, and click Release to match the credit note with the invoice.

Related pages

Concepts

• About payment processing flow
• About manual payment application
• About release of payments and prepayments

Windows

• Customer payments (AR302000)
• Sales invoices (AR301000)