How-to
Create a credit
Overpayment
You can add credit as an overpayment from an invoice, or create a payment without assigning it to an invoice.
Credit from payment
Enter a payment directly from the Payments page without adding it to an invoice to create a credit.
Regardless, the credit will show as a new payment.
Display account credit
The account credit is displayed on the client record.
Pay for an invoice with account credit
Click Pay, then Pay with credit and apply the credit amount.
Enter the credit amount and click apply. You can see which payments created this credit to ensure that you apply the correct credit.
Refund a credit
You can see the history of the credit by clicking view.
If the credit has been used to pay invoices, its history will show here.
You can make a partial or full refund on a credit by clicking on the payment page and clicking Refund credit.
Select the amount to refund, the refund date and then click refund.
