Apply Credit Balance Automatically
Clientexec 6.6.1 adds the ability to automatically apply any Client Credit Balance to outstanding invoices.
To enable:
Go to Settings > Billing > General.
Scroll down to Apply Credit Balance Automatically at the bottom.
Select Yes
Click Update Settings.
If enabled, Clients will not be able to opt-out and Credit balances will automatically be applied to invoices.
To enable:
Go to Settings > Billing > General.
Scroll down to Apply Credit Balance Automatically at the bottom.
Select Yes
Click Update Settings.
If enabled, Clients will not be able to opt-out and Credit balances will automatically be applied to invoices.
Updated on: 02/03/2023
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