# Applying Customer Deposit XoroERP simplifies the process of applying customer deposits to invoices, offering users multiple convenient options within the system. Customer credits can be seamlessly applied to corresponding invoices, providing flexibility and ease of use. Below are the various straightforward methods available for applying customer credits to settle invoices efficiently. ### Applying via Invoice Module The invoice can be paid off using the Credits or Deposits directly from the Invoice module. You can also un-apply previously applied credits and customer deposits in the Apply Deposits/Credits module. Select "Apply Deposits /Credits" from the choices dropdown menu.

This will navigate you to the “**Apply Credits and Deposits**” module where you can tick the checkbox for the deposit that you intend to apply to the Invoice.

### Applying via Apply Credits and Deposits Module You can also navigate directly to the “**Apply Credits and Deposits**” module to Pay the Invoice(s).

Field	Description
Select Customer	In this field, you need to fill in the name, email, or phone number of a Customer to work with. Please note that if an alert note has been added for a customer, the it will displayed at the bottom-right section of the screen on selecting the customer.
Available	This tab displays all the available Credits and Deposits with a remaining balance.
Previously Applied	This tab displays all the Credits and Deposits that have been applied to an Invoice.

Field

Description

Select Customer

In this field, you need to fill in the name, email, or phone number of a Customer to work with. Please note that if an alert note has been added for a customer, the it will displayed at the bottom-right section of the screen on selecting the customer.

Available

This tab displays all the available Credits and Deposits with a remaining balance.

Previously Applied

This tab displays all the Credits and Deposits that have been applied to an Invoice.

#### Apply To Invoice (this area displays information of the selected Invoice) Upon selecting the customer, the page will present a comprehensive overview of all available credits and deposits, along with their respective remaining balances. Additionally, users can access a record of previously applied credits and deposits for the selected customer. After selecting the desired deposit for application by ticking the corresponding checkbox, users are prompted to enter specific details, such as the invoice to which the credit should be applied. The following description outlines the requisite fields to be completed when applying selected credits.

Field	Description
Select Sale Store	Here, you need to select a Store or choose “All” to begin narrowing your search for an Invoice to apply a Deposit or Credit.
Search By	This shows the dropdown menu showing the various options such as SO#, invoice#, etc. you can use to search for the Invoice.
Search Invoice	This field allows you enter the search criteria to pull up an Invoice.
Customer	This is the Invoice’s Customer.
Ref Number	This is the Invoice’s Reference Number.
Original Amount	This is the original balance of the Invoice.
Credit/Deposit Applied	These are the Credits and Deposits already applied to the Invoice.
Credit/Deposit To Apply	These are the Credits and Deposits selected for applying.
Invoice Number	This is the number of the Invoice.
Invoice Date	This is the date of the Invoice creation.
Amount Paid/Discounts	This is the amount paid toward the Invoice through Invoice Payments and Discounts.
Amount Due	This is the Invoice’s remaining balance.
Balance Due	This is the leftover balance on the invoice following the application of the deposits and credits that were chosen.

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