Overview
If a customer has an available credit balance, you can apply that credit to an outstanding invoice directly from the Payments page.
This allows you to reduce or fully pay off the invoice using previously recorded credits.
Step 1: Open the Payments Page
Go to Finances > Payments.
Click the Add Payment button at the top of the page.
Step 2: Select the Customer
In the Customer dropdown, choose the customer whose credit you want to apply.
If the customer has any unpaid invoices, they will appear in the Apply To dropdown menu.
Select the invoice you want to apply the credit to.
Step 3: Enter Payment Details
In the Amount field, enter the amount of credit you want to apply to the invoice.
In the Payment Method dropdown, select Customer Credit Balance.
Step 4: Apply the Credit
Click the Add Payment button.
A confirmation prompt will appear asking if you want to automatically apply this customers current and/or future credit on their account to all future invoices.
Click either Yes or No.
After choosing an option, the customer’s credit will be applied to the selected invoice.
Tip
If a customer’s credit balance is larger than the invoice amount, the remaining credit will stay on their account and can be applied to future invoices if you chose Yes on the popup.