There are three reasons a customer could have credit balance.
1. You gave them one.
2. You/They made a payment but didn’t select which invoice it goes to.
3. The customer overpaid for an invoice.
It is easy to apply the customer’s credit towards an invoice.
To do this, go to Finances > Payments.
Next, click the green “Add Payment” button
Select the customer you are wanting to apply the credit for.
If the customer has an outstanding invoice, you will see it in the “apply to” dropdown.
Once you select the invoice you will be able to see the amount of the customer credit here.
Enter the amount you want to be paid towards the invoice and then select “Customer Credit Balance” as the payment method.
Click the green “Add Payment” button.
Because you chose Customer Credit Balance, a pop up asks Apply this credit to the invoice? Click Apply $X credit to confirm.
You will then be taken to the receipt for the payment.
To send the receipt to the customer, click Send Receipt (Email or Text Message). Use Download / Print PDF for a copy.
