---
title: "Apply Customer Credit"
description: "Recently updated"
url: https://help.juan.ac/en/articles/9062336-apply-customer-credit
collection: "Invoices"
updated: 2026-10-26
language: en
---

# Apply Customer Credit

Recently updated

## Q1. Can I apply a draft customer credit note to an invoice?

-   No, customer credit notes must be fully active before they can be applied.
    
-   To create a new credit note instead, see [Create Customer Credit](https://help.juan.ac/en/articles/9062379-create-customer-credit.md).
    

## Q2. Can I apply a customer credit note of a different currency than the invoice?

-   If you would like to apply a customer credit note to an invoice, the customer credit note must be in the same currency that the invoice was created in.
    
-   For example, an invoice that was created in USD can only make use of customer credits that were also credited in USD.
    

## Q3. Can I partially apply a customer credit note to an Invoice?

-   Yes, you do not have to use the full amount in the customer credit note.
    
-   You can adjust this via the **Amount to Apply** field. Enter an amount smaller than the customer credit note amount to only apply the credit note partially.
    

![](https://staticfiles.gleap.io/ghelparticle/FojT2Rjccw5maPCgWh6Zjc1geksVoI7cht6Ljeg3y5LIbxfzRGO41JuYgtUhSotlQw9Muk6l7yd.png)

## Q4. Can I partially pay an invoice using a customer credit only?

-   Yes, customer credits do not have to cover the entire invoice amount. You can apply as much of a customer credit note as you would like to an invoice.
    
-   The rest of the invoice can be paid with other payment methods.
    

![](https://staticfiles.gleap.io/ghelparticle/3tTbjOwJ438bGcG9sLyf4Z2nVnM2faGkm0w87dFsHPaiDVjP50JtX68YH7J1QCWdtRWQykJSh4u.png)

## Q5. Can I remove an applied customer credit note from an invoice?

-   Yes, you can remove an applied customer credit note on an invoice by updating the applied amount to 0.
    
    -   Change the credit **Amount to Apply** amount to 0 on the **Edit Applied credit** modal. This will remove all applied credit from the invoice.
        

![](https://staticfiles.gleap.io/ghelparticle/2hxytugW4CtrZeQbQLWQU56ZgFwGaRfX3N10ZPziorbRXL7u7pycInLAGSWn9d7SW62flRdRlP6.png)

## Q6. Does applying a customer credit note have an impact on my financial reports?

-   There will be no further impact on your financial reports.
    
-   This is because the credits would have been accounted for during creation, appearing as a credit to **Accounts Receivable**, and a debit to the sales account used on the invoice.
    
-   The offset value date aligns with the later of the transaction date or the credit note date, ensuring accurate reporting across time zones. For example:
    
    -   Transaction Date: 1 Jan 2025
        
    -   Credit Note Date: 5 Jan 2025
        
    -   Offset Value Date: 5 Jan 2025
        

## Q7. Why can’t I see any customer credit to apply to an invoice?

-   The list only shows customer credit notes that can be applied to that invoice. If it’s empty, check the following:
    
    -   **Status**: the credit note must be active. Draft credit notes don’t appear.
        
    -   **Currency**: the credit note must be in the same currency as the invoice.
        
    -   **Customer**: the credit note must be for the same customer as the invoice. Check for duplicate contacts with similar names.
        
    -   **Available balance**: the credit note must still have an unapplied amount. Credit notes already fully applied to other invoices, or fully refunded, don’t appear.
        
    -   **Voided credit notes**: voided credit notes can’t be applied.