Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
Fill in the information for the new invoice and click the Finalize Invoice button.
In this next window, click Apply Credit, which will open the Apply Credit window
Enter the amount of the credit or choose the invoice item to apply the credit toward.
Note: if you do not choose the invoice item, the credit will spread the credit across all the items.
Select Apply.
Your invoice will show the credit and you may close.
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