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. 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.