Articles on: Invoicing & Payments

Apply Credit Balance Automatically

Clientexec 6.6.1 adds the ability to automatically apply any Client Credit Balance to outstanding invoices.


To enable:


  1. Go to Settings **> **Billing **> **General.
  2. Scroll down to Apply Credit Balance Automatically at the bottom.
  3. Select Yes
  4. 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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