Apply credit note to invoice: lower what a customer owes

Open the credit note or the invoice and start an allocation. Choose which outstanding invoices to use the credit on and how much goes to each. The invoice balances drop straight away, and the credit note shows how much credit is still left.

Yes. You can split a single credit note across several outstanding invoices, and even pay part of it back to the customer as a refund. A live summary of Total, Applied, Refunded and Remaining keeps the split straight while you work.

Yes. You decide how much of the credit to use. Whatever you do not apply stays on the credit note as remaining credit, ready for a later invoice or a refund, and the credit note stays Open until it is fully used.

Its status changes from Open to Closed by itself. The Invoices Credited tab lists every invoice it was applied to, and the Refunds tab lists any money paid back, so you can always trace where the credit went. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

No. Once a credit note has been used in any way, CIPHER CRM will not let anyone delete it. That protects the invoices it paid down, so their balances and history keep making sense to you, your team and your customer.

No. The invoice keeps the total you issued. The credit lowers the balance still owed by the amount you applied, and the credit note records which invoice it went to, so the invoice and the credit note together show exactly what happened and why.