Overview

The balance of your customers can be affected by credits and overpaymets, depending on the way credits are issued they will immediately affect the balance or generate available credits for future orders. Find more information about credits and how they are issued in this section. 

When creating customer credits you'll find the following situations in the customer balance.

• When a customer credit is created and the credit is approved before the payment is posted, the balance of the order will be reduced (Only the balance, not the amount of the invoice). The customer will only pay the balance of the order.

• When the credit is approved after the payment is posted, the amount of the credit will appear as available credits to be used in the next payments.

• If the customer doesn't have open invoices the system allows you to generate overpayments that will be shown as available credits for future orders.

Available credits can be seen under the Account Receivables > Receive Payment tab by selecting the customer name. In addition, this information will appear when creating orders for your customers on the "Customer Information" section.