In the example below, a trade credit has been applied to an account in error. The $800 credit balance needs to be removed from the coming statement.
1. Open the order (I believe it’s FSF21).
2. Un-approve the order.
3. Enter 100 into the Trade credit field (currently showing 0).
4. Approve the order
5. Go back to the Florida Strawberry Festival statement.
6. click on the Payment from trade balance on 30 March and lick the Delete button to delete this selected payment.
7. Click on the FSF21 invoice shown, click Pay to enter a payment
8. On the payment window “Pay from credit balance” will automatically be selected as the payment source so all you need to do is enter 800 for the amount, lick Auto-apply then Save payment. This payment will now use up the $800 credit balance.