Open the credit note invoice
Open the credit note you want to use.
Confirm it is an incoming credit note with a negative amount.
Make sure it still has a remaining balance to deduct.
Open the target incoming invoice and confirm it has a positive amount.
Check both documents belong to the same supplier and currency.
A credit note cannot be deducted from itself.
Open the credit note’s deduction panel.
If Cashfeed suggests an invoice, review the match and amount.
Choose the open invoice you want to reduce, if selecting manually.
Confirm the deduction.
Cashfeed allocates the remaining credit note balance to that invoice.
The deduction uses the full remaining credit note balance, not a partial amount.
Check the credit note shows zero remaining balance after deduction.
Check the invoice’s outstanding balance has been reduced.
Review the deduction record if you need the linked invoice and allocated amount.
If you later unlink the deduction, Cashfeed restores the outstanding balance.
A linked credit note is marked as paid, but its workflow status is not changed.
Open a credit note, not a normal invoice.
Make sure the credit note has no transaction linked.
Check that the document still has a remaining balance.
Confirm the credit note is eligible for deduction; contact Cashfeed support if it still does not appear.
Open a credit note with a negative amount.
Check that the suggested target invoice is still open.
Confirm the supplier and currency still match.
Reject the suggestion and choose another open invoice if needed.
Use a different invoice with enough outstanding balance.
Make sure both documents are from the same supplier.
Make sure both documents are in the same currency.
Check that the target invoice is eligible for credit note deduction.
Open the deduction details and confirm the credit note was already fully applied.
Use a different credit note.
If the balance looks wrong, contact Cashfeed support.
Make sure the deduction was confirmed, not only suggested.
Open the linked deduction from the credit note.
Try again from the confirmed deduction record.
Contact Cashfeed support if the link still cannot be removed.
