Overview
If you receive a payment with an amount that is higher than the total due the system will automatically retain this amount to be applied as a credit on future invoices. When applying the payment you will see an "Overpayment" notice with the total amount of the overpayment.
Instructions
Applying a Credit to an Invoice:
If a customer has a credit it will be automatically displayed within the customer selected.
To use the credit follow these simple steps:
- Select the "Apply available credits of:" check-box. The system will automatically apply the amounts to the oldest invoice first and on any subsequent invoices until the credit is fully used.
2. Click the "Save & Close" button down at the right corner to apply the payment.
3. To receive additional payments click the "Save & New" button.
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