---
title: "Payment Run: Applying Credits"
slug: "payment-run-applying-credits"
description: "Apply approved AP credit memos to open invoices during a payment run to reduce the total amount paid."
updated: 2025-09-08T19:20:37Z
published: 2025-09-11T11:30:02Z
canonical: "docs.restaurant365.com/payment-run-applying-credits"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payment Run: Applying Credits

> This article only applies to organizations that do not have ‘Display Credit Memos in Payment Runs’ in the [Miscellaneous Tab of System Preferences](/doc/docs/system-preferences-miscellaneous).
> 
> Learn more about the [Payment Run update](/doc/docs/payment-run-update-2025).

The Payment Run page provides a list of approved AP invoices. From this page, users can apply credit memos and discounts, create payments, print checks, and produce ACH and positive pay exports for selected invoices. For more information, see [Payment Run Overview](/doc/docs/payment-run-overview).

Approved AP credit memos can be applied to invoices on the payment run. Available credit memos are indicated with a C in the C/D column of the Invoices table.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VKVXQQ1Y.png)

---

## Security

The following permissions is required to apply a credit memo in a payment run:

- Accounts Payable → Payment Runs → Credit/Edit Payment Runs

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Apply a Credit Memo

To apply a credit memo, follow these steps:

*Click steps to expand for additional information and images.*

1. **Select the checkbox for each invoice** to which the credit memo will be applied.
2. **Select the arrow button** to display the Invoice Details pane. Available credit memos will be listed in this pane. [![](http://restaurant365training.com/wp-content/uploads/2015/06/check-run-arrow.png)](http://restaurant365training.com/wp-content/uploads/2015/06/check-run-arrow.png)
3. **Select the Apply checkbox**for each credit memo to apply to the invoice.
  - By default, credits are limited to only showing credits for the same location as the invoice. If credit memos from other locations need to be applied, click the location filter button in the column header to select other locations. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HRW5455P.png)

> Credits applied on the Payment Run page cannot be removed.

1. In the Details pane, **select the invoice number link** to open the AP invoice where the credit memo has been applied.
2. **Clear the Apply checkbox** to remove the AP credit memo and then save and close the AP invoice.
3. Back on the payment run, above the details pane, select **Refresh** to update the available credits.