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:

1. Click on "Here" to apply the credit. Select the credit that you want to apply and close. 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.