Projects · 2 min read
Understand and apply project credits
Use approved reductions against eligible project invoices.
Before you start
You need an available credit on the same project and an eligible invoice with an outstanding balance.
Step by step
Find the credit
Open the project’s credit section and review the credit source and remaining amount.
Open the invoice
Choose the invoice for that project. Check its outstanding balance and existing payments before applying credit.
Apply available credit
Use the invoice’s project-credit action when available. Review the amount and confirm the application.
Verify both balances
Check that the invoice’s outstanding amount and the project’s remaining credit reflect the application.
What happens next
Applied credit reduces the invoice balance without recording a new cash payment. The amount used is no longer available for another application.
Good to know
A negative approved change can create project credit. Credit is not a cash refund and does not count as incoming money in the Payments report.
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