Applying Multiple Credit Memos to an Invoice

This article explains how to apply multiple credit memos to a single invoice in Corpay Complete.

Note: The visibility of pages and information within Corpay Complete is based on user roles and company settings. Consequently, certain pages and information may not be visible or may only be available in a view-only format.

1. Click the Invoices module from the left-side navigation pane.

2. On the All Invoices grid, use the filter fields to locate the desired invoice in the All Invoices grid.

   Note: Click the Toggle Filter  icon to display the filter fields.

3. Click the invoice Number hyperlink or View  icon to open the Invoice Details page.

4. On the Invoice Details page, select the Payment Actions drop-down and click Apply Credit.

5. In the Apply Credit dialog, complete the following steps:

   

   1. Start typing to search, then select a credit memo from the Credit Memos drop-down.

      Note: Credit memos can only be applied to invoices with a matching vendor.

   2. Key in a description in the Description field.
   3. Key in the amount to be applied from the credit memo to the invoice in the Amount Applied field.

      Note: The Amount Applied cannot exceed the credit memo amount.

   4. Click the Submit button.
6. The Credit Apply dialog will display, and the credit memo will display on the Credit Memos tab.

7. Select the Payment Actions drop-down and click Apply Credit.

8. In the Apply Credit dialog, complete the following steps:

   

   1. Start typing to search, then select a credit memo from the Credit Memos drop-down.
   2. Key in a description in the Description field.
   3. Key in the amount to be applied from the credit memo to the invoice in the Amount Applied field.
   4. Click the Submit button.

9. The Credit Apply dialog will display, and the credit memo will display on the Credit Memos tab.