Removing a Credit
To remove a credit:
- On the account's Financials tab, click the credit you would like to remove to open its details slider.
- In the details slider, click the pencil icon.
- Click Remove Credit.
If this credit was created from an unalloacted payment, the payment will not and cannot be updated and this balance will not be added back to the account.
- Click OK to confirm that you want to remove the credit.
- The credit will be removed. Any invoices to which it had been allocated will now have a warning that the invoice is out of date.
- Click the invoice to open its details slider, and click the Update Invoice button to regenerate the invoice document to reflect the removed credit.