Apply a Customer’s Credit to an Invoice

There are three reasons a customer could have a credit balance:

1. You gave them a credit.
2. You or they made a payment but didn’t choose which invoice it goes to.
3. The customer paid more than the invoice amount. The extra is added as a customer credit.

It’s easy to use that credit to pay an invoice.

Apply the Credit to an Invoice

Click Finances, then Payments, and click the green Add Payment button. (You can also click the $ button on the customer’s row in the Customers list and choose Add Payment.)

Choose the customer. Their credit shows at the top right of the Payment Details box.

Click Apply To and choose the invoice. The customer’s open invoices are listed, along with any estimate deposits.

The invoice’s summary appears at the top: Credit Balance, Invoice Total, Amount Paid and Amount to Pay. Enter the amount to pay from the credit, or check Pay Invoice in Full. Then choose Customer Credit Balance as the payment method.

Click Add Payment. A popup asks Apply this credit to the invoice? and shows how much credit is used and how much is left. Click Apply $X credit to confirm.

The payment receipt opens. To send it to the customer, click Send Receipt (email or text message). Use Download / Print PDF for a copy.

Apply Credit Automatically

Want LawnPro to use a customer’s credit on their invoices for you? Turn on Automatically Apply Customer Credit to Invoices on the customer’s page. See Add a Credit to a Customer’s Account.