Adding Credits and Adjusting Balance
In the client view, click on the billing tab. Here you can manually add credits. We will add 15.00 to our clients credit balance.
Now that our client has a credit balance of 15.00 , when the next invoice is generated it will automatically apply the credit and mark the invoice paid. If the credit balance is not sufficient to clear the invoice, then it will apply the credit and invoice the client for the remaining amount.
Applying a credit manually
On many occasions you will want to apply a credit to a specific product or invoice, you can easily do this manually.
Open the invoices tab and select the invoice that you wish to apply the credit to. Clicking on the payment button now allows you to “apply credit”. A further description is added to the invoice for added credit and the remainging blance is then shown – just as the below picture shows.
