If you have a customer that overpaid for an invoice or who wants to pay in advance for services, you can do this by adding a credit to the customer's account.
Step 1: Access the customer account from the "Customers" tab.
Step 2: Click on "Add Credit" at the top of the page.
Step 3: Enter the amount of the credit and the payment type. Then click "Submit"
After adding a credit the following will happen:
- The credit will be applied to any unpaid, sent invoice(s) until the credit is completely used.
- The credit will show on the customer statement.
- The credit will automatically be applied to any newly sent invoice until it is completely used.