# How to settle invoice with credit note payment on web?

**URL:** <https://community.getswipe.in/t/how-to-settle-invoice-with-credit-note-payment-on-web/317>\
**Category:** General\
**Created:** [May 31, 2024, 5:38am UTC](https://community.getswipe.in/t/how-to-settle-invoice-with-credit-note-payment-on-web/317 "2024-05-31T05:38:47Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![Geetha\_N](https://yyz1.discourse-cdn.com/flex003/user_avatar/community.getswipe.in/geetha_n/32/39_2.png) [@Geetha\_N](https://community.getswipe.in/u/Geetha_N)\
**Post date:** [May 31, 2024, 5:38am UTC](https://community.getswipe.in/t/how-to-settle-invoice-with-credit-note-payment-on-web/317/1 "2024-05-31T05:38:47Z")

</div>

**To settle invoice with credit note payment, please follow the steps mentioned below:**

**Step 1: Go to “Sales invoice” and click on “Record Payment”**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/d/d6b4c63abc23061e70df0b3c305824a13e754ba7.png)

**Step 2: Click on “Settle From Advance Payment”**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/1/1d9d1d6a979fedafab41414d7d069bf89b0b19cb.jpeg)

**Step 3: Select the “Credit Note” from which you want to settle the invoice, and click on Update Payment.**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/e/eeefb4dc95576d934cb27b3824fc2f5c9f5d7df0.jpeg)

Once the payment is updated, a pop-up message display as “Document Settled Successfully”  
The payment mode will be shown as “Credits” for the invoice settled using a credit note.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/3/3acab4a1287a0d60627a4e005a223058ef68ed09.png)