Use Apply credits to invoice to net an unallocated credit note balance against an open customer invoice. You reduce receivables without recording a bank receipt that never arrived, while keeping document lineage intact for VAT and audit review.
The flow normally starts from the invoice after the credit note is issued. Tafsee Books surfaces available credit per customer, blocks double-application of the same note, and stamps each pairing with user, date, and references so AR ageing ties cleanly to your sales register at month-end.
Review the invoice and available credit
Before you apply anything, open the target invoice detail. You will see customer information, line items, totals, and often a banner showing that this customer has credit available. Use this screen to confirm the invoice and credit note belong to the same customer and that the balance you intend to clear is still outstanding.
- Open Sales → Invoices and select the customer invoice you want to settle.
- Confirm the invoice still shows an outstanding balance and belongs to the same customer as the credit note.
- Look for the credits banner or available-credit indicator on the invoice detail screen—it lists how much credit you can still apply.
- Note the credit note reference and remaining balance before you start the apply flow so you do not over-allocate.
Apply the credit note
Launch the apply-credits action, pick the credit note, and enter the amount. Apply the full available balance when it covers the invoice remainder, or apply partially if you want to keep credit on account for a later invoice. After you save, the invoice status reflects partial or full settlement and the credit note shows the reduced unused balance.
- From the invoice detail view, choose Apply credits (or the equivalent action on the credits banner).
- Select the credit note(s) with unused balance for this customer.
- Enter the amount to apply—full or partial—against the open invoice total.
- Review how the application reduces the invoice balance and leaves any remaining credit on the note.
- Confirm and save so AR ageing, the invoice status, and the credit note balance all update together.
After you apply
- Check the invoice History tab to see the applied credit note with its reference and amount.
- If credit remains on the note, apply it to another open invoice for the same customer or follow Refund Credits when policy requires cash back.
- To fix a mis-application, use unapply or your permitted reversal workflow—avoid deleting ZATCA-submitted documents when an audit trail is required.
Quick tips
- Apply credit only to invoices for the same customer—the system blocks cross-customer netting.
- Partial application is allowed—check the remaining credit balance after you save.
- To fix mistakes, unapply rather than deleting posted documents.