Applying a Supplier or Customer Credit

Crediting an invoice in Workshop Software allows you to reverse or adjust a previously completed invoice. This is useful when a customer returns a product or when an error needs to be corrected. This article explains how to apply an existing credit to an invoice.

Please follow the guide on how to create a credit if you haven’t done so already.

Step 1: Open the Credit

  1. Open the credit you would like to apply.
  2. Press the Star button next to the Balance Due field.
  3. Press Apply Credits from the drop-down menu.

Workshop Software invoice screen showing the Star button next to Balance Due and the Apply Credits dropdown menu

Credit application page in Workshop Software with reference and invoice fields

Step 2: Select the Invoice

  1. On the credit application page, press the magnifying glass below the reference section.
  2. Select the invoice you would like to apply the credit to.
  3. Press Select.

Magnifying glass search icon on the credit application page to find invoices

Invoice search results showing available invoices to apply the credit to

Step 3: Apply the Credit

  1. Click the box below Applied Amount and type in how much of the credit you would like to apply to this invoice.
  2. Press Apply.

Credit successfully applied to invoice with updated balance showing in Workshop Software

Good to Know

  • Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.
  • You can apply a partial credit amount if needed — the remaining credit balance stays available for future use.

Frequently Asked Questions

Does a credit note sync to my accounting system?
If you have an accounting integration set up, credit notes will sync automatically to your connected accounting software.

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