If you have a customer that overpaid for an invoice or wants to pay in advance for services, there are two ways to handle this. You can add a credit to the account on the Update Customer screen by following the steps below, or you can add a Batch Credit using the step-by-step instructions found at the bottom of the following article: Add Bulk Payments

Add Credit on the Update Customer Screen

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 and the credit report.

- The credit will automatically be applied to any newly sent invoice until it is completely used.

IMPORTANTThe credit feature will not work if a customer is signed up for auto-pay.