Apply a credit note or advance to an invoice

Before you start

• The customer must have an open credit note or an advance (or overpayment) with money still unapplied. The Apply Credits button only appears on an unpaid invoice when one exists.

Steps

1. Open MAJA Books and click Sales in the left menu, then Invoices.
2. Click the unpaid invoice. If the customer has unused credits, the What's next? banner says so.
3. Click Apply Credits.
4. In Credit Source, choose a credit note (under Credit Notes) or a receipt (under Advances / Unapplied Receipts).
5. Check Amount to apply. MAJA fills the maximum — the lesser of the credit remaining and the invoice balance.
6. Click Apply.

What MAJA does for you

• The invoice balance drops and its status becomes Partial or Paid.
• Applied credit notes are listed on the invoice under Credits Applied; applied receipts under Payments Applied.
• Applying a credit note is an allocation only — the credit note already reduced the receivable when it was posted, so no journal is made.
• Applying an advance posts Dr Customer Advances / Cr Accounts Receivable, dated today.

Good to know

• Apply stays disabled if the amount is zero or above the maximum shown under the amount.
• To reverse an allocation, click Un-apply next to the credit note under Credits Applied on the invoice, or next to the application on the receipt's page.