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:

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

Was this article helpful?

Share your feedback


Thank you!