I can view and use existing Credits and Debits

This guide provides a walkthrough on how to use the existing credits feature in Jules.

Start by navigating to the credit notes page located under the invoicing and payables module on the invoice page.

Step 1: Navigate to the credit notes page.



Step 2: Select the drop-down menu.



The option to use existing credits appears. This can also be done from the incoming payments page.

Step 3: Click on the drop-down menu and select use existing credits.





Step 4: Choose a company.



All the existing credits for the selected company are listed, along with an option to select an open invoice to apply the existing credits towards.

Step 5: Assign an amount to the existing credits.



Existing credits from multiple different credit notes can be applied towards a single invoice.

Step 6: Select the amount to apply and choose the payment within the invoice.



The unapplied amount changes to zero and the amount to apply is displayed.

Step 7: Click on save.



This is how to use existing credits from credit notes towards an incoming payment. The same process can be applied from the payables page for debit notes and outgoing payments.

Applying Credits to an Invoice

To apply credits to an invoice, start from the shipments page.

Step 1: Select the load on the shipments page.



Step 2: Click on invoices and payables and then create customer invoice.



Step 3: Select create invoice.





An existing credits field is visible below.

Step 4: Click on the pencil icon next to the existing credits field.



All the credit notes available for the specific customer are listed. In the open invoice section, only the open invoice is visible.



Step 5: Select the amount from the open balance.



Step 6: Apply the selected amount towards the payment and click on save.



This concludes the process of using existing credits within Jules.

Updated on: 20/10/2024