Apply a customer credit to an invoice in your web browser
Apply a customer credit to an invoice in the Wave mobile app
Apply a customer credit to an invoice in your web browser
- On the left side menu, click Sales & Payments > Invoices.
- Open the invoice you want to apply the credit to.
- Click Record a payment.
- In the Method field, select Customer credit. In the Account field, the customer credit account is automatically selected.
- Enter the amount you want to apply from the customer credit account.
- Click Record Payment.
The amount shown in the customer credit account reflects the total amount you’ve received in overpayments from that customer.
Apply a customer credit to an invoice in the Wave mobile app
- On the bottom menu, tap Sales > Invoices.
- Open the invoice you want to apply the credit to.
- Click Record a payment.
- In the Method field, select Customer credit. In the Account field, the customer credit account is automatically selected.
- Enter the amount you want to apply from the customer credit account.
- Click Record Payment.
The amount shown in the customer credit account reflects the total you’ve received in overpayments from that customer.