Step 1 – Open the membership record


Step 2 – On the contract screen, scroll down to the Invoices.


Step 3 – Open up all invoices by clicking on the invoice grid


Step 3 – Select and open the invoice to be credited off. This will populate to the next screen


Step 4 – Select/Click on the Credit Invoice option located on the top of the screen. This will create a credit to clear this invoice the screen below will populate.


This has now cancelled the Invoice by a credit note.