Apply a customer credit to an invoice

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

  1. On the left side menu, click Sales & Payments > Invoices.
  2. Open the invoice you want to apply the credit to.
  3. Click Record a payment.
  4. In the Method field, select Customer credit. In the Account field, the customer credit account is automatically selected.
  5. Enter the amount you want to apply from the customer credit account. 
  6. 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

  1. On the bottom menu, tap Sales > Invoices.
  2. Open the invoice you want to apply the credit to.
  3. Click Record a payment.
  4. In the Method field, select Customer credit. In the Account field, the customer credit account is automatically selected.
  5. Enter the amount you want to apply from the customer credit account. 
  6. Click Record Payment.

The amount shown in the customer credit account reflects the total you’ve received in overpayments from that customer.