How to Apply Credit Notes to Invoices?

To apply a credit note to an invoice in Wafeq — also known as invoice settlement — you can follow the official method to link the credit note to the original transaction.

Steps

1. From the main menu, go to "Sales".

2. Select "Invoices".

3. Open the invoice you want to apply the credit note to.

4. Click the "Pay with Credit Note" button inside the invoice.

5. Enter the amount to be settled and Save.

Notes

• The "Pay with Credit Note" button will only appear if there are existing credit notes for the same customer listed on the invoice.

• The invoice status must be "finalized" or "Partially Paid".

• After settlement, the status of both the invoice and the credit note will update automatically.