Apply a Credit Note

<Embed title="How to apply a credit note" url="https://www.youtube.com/embed/Ov4l2vMsFq0" provider="@embed" />

<p style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
  Overall, applying a credit note in Radio Workflow is a straightforward process. By following these steps, you can easily manage your credits within the system.
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<ul>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Go to the Accounts Receivable section of the system.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Click on Credit Notes.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Run the query to see a list of all the credit notes in the system.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Find the credit note you want to apply, and click on it.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Select the option to Apply Credit.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Choose the invoice you want to apply the credit to.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    The system will show you the available credit and any remaining credit after the credit is applied.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Click Save to apply the credit to the account.
  </li>
</ul>

<p style={{ border: "0px solid rgb(217, 217, 227)", marginTop: "1.25em", marginBottom: "1.25em" }}>
  If you want to transfer the credit note to another account, follow these additional steps:
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<ul>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Click on Transfer Credit.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Select the account you want to transfer the credit to.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    Enter the amount of credit you want to transfer.
  </li>
  <li style={{ border: "0px solid rgb(217, 217, 227)", margin: "0px", paddingLeft: "0.375em" }}>
    The credit will be applied to the selected account.
  </li>
</ul>

<p style={{ border: "0px solid rgb(217, 217, 227)", marginTop: "1.25em", marginBottom: "1.25em" }}>
  If you no longer need the credit note in the system, you can void it. You can also download the statement for the particular account if needed.
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