Credit a Single Line Item

To credit a single paid invoice line item:

  1. Open the Invoice Line Item workform for the paid invoice line item.

    2. Tip:
    Click the credit icon on the main toolbar.

  2. Select Tools > Credit from the menu.

    3. The Invoice Payment/Credit dialog box appears.

  3. Click Check or Voucher to specify the method of credit.
  4. If needed, type the supplier’s check or voucher number in the Number box.
  5. Click OK to credit the line item.

    6. The message Invoice line was credited successfully appears in the status bar of the Invoice workform, and the following events occur:

    • The status of the line changes from paid or prepaid to credited.
    • Unexpend transactions are posted to the funds linked to the invoice line item segments.
    • The status of the invoice changes to part paid if there are still paid line items on the invoice.
    • The invoice payment history is updated.