How do I create a credit note and process a refund as a prepayment, then apply it to another invoice? (New version)

Modified on Fri, 4 Oct at 5:18 PM

How do I create a credit note and process a refund as a prepayment, then apply it to another invoice?

Please refer to the following approach.

1. After create "Invoice " go to click the "Add payment"

2. Fill in the required field and "Save"

3. Go back to the "Payment received " Click the "Refund"

4. Create credit note "Refund "and the Payment Method choose as 'prepayment" then click "Confirm"

5.Go to 'Sales“ section choose the "Customer"

6.Click the "Prepayment" you can see the "credit balance" in your Prepayment