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> Use this file to discover available pages before exploring further.
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# I can view and use existing Credits and Debits

${youtube}[Existing Credits](7BAi5HD2BQg)

This guide provides a walkthrough on how to use the existing credits feature in Jules.

Start by navigating to the **credit notes** page located under the **invoicing and payables** module on the invoice page.

**Step 1:** Navigate to the **credit notes** page.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/97116421-c753-445e-85f3-787899962270.png)

**Step 2:** Select the drop-down menu.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/0f7dee50-f8a0-43a0-ab08-9f14401d106f.png)

The option to use existing credits appears. This can also be done from the incoming payments page.

**Step 3:** Click on the drop-down menu and select **use existing credits**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/3a14c328-442b-49d8-bd06-96f41893ebac.png)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/85926cb2-e9b0-4080-be15-9bb0d8e75bd0.png)

**Step 4:** Choose a company.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/7cb61677-4432-4a73-bc0d-89cb6e1d72b2.png)

All the existing credits for the selected company are listed, along with an option to select an open invoice to apply the existing credits towards.

**Step 5:** Assign an amount to the existing credits.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/d917d540-5a09-493c-81da-8733bc0e4309.png)

Existing credits from multiple different credit notes can be applied towards a single invoice.

**Step 6:** Select the amount to apply and choose the payment within the invoice.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/48932e66-2c85-404d-8118-6d2943d6b76c.png)

The unapplied amount changes to zero and the amount to apply is displayed.

**Step 7:** Click on **save**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/70982d00-fb6f-42f8-8b2b-ea9738ad99b4.png)

This is how to use existing credits from credit notes towards an incoming payment. The same process can be applied from the payables page for debit notes and outgoing payments.

## Applying Credits to an Invoice

To apply credits to an invoice, start from the shipments page.

**Step 1:** Select the load on the **shipments** page.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/12c16192-9ce5-40d8-b802-70730c170da8.png)

**Step 2:** Click on **invoices and payables** and then **create customer invoice**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/9cd64964-31b8-4f9d-a4aa-7e71d23b023d.png)

**Step 3:** Select **create invoice**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/bbc20067-a9d4-43e5-acd1-5b01c18c6ea0.png)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/8aa1a9e5-9403-4f9a-a673-0cc017d197cc.png)

An existing credits field is visible below.

**Step 4:** Click on the pencil icon next to the existing credits field.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/7141d285-9f6a-40e6-9d46-764f946becd7.png)

All the credit notes available for the specific customer are listed. In the open invoice section, only the open invoice is visible.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/f317f30c-92e0-4ca0-9579-1a6e00dd9679.png)

**Step 5:** Select the amount from the open balance.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/f5587d0e-882f-4162-aa74-74528edcdd01.png)

**Step 6:** Apply the selected amount towards the payment and click on **save**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/95fa1855-6f97-43cd-a7ca-880032d7dbdd.png)

This concludes the process of using existing credits within Jules.