Sales
Adding Payment Credit
The system allows you to add manual or automatic invoice payments that are due for payment by clients.
In order for you to add payments manually, you need to deactivate the automatic payment option.
Make sure that the “Auto Pay Invoices if the Client Has Available Credit” checkbox is unchecked from Sales > Sales Settings > General Invoice/ Estimate Settings.
Please refer to the tutorial “Invoice/ Estimate Settings” for more information.
Below, find two ways to add and distribute payment credit in a client’s profile.
To add payment credit in a client's profile
- Select “Clients” from the navigation menu.
- Select “Manage Clients”.
- Select the Client’s file you wish to add payment credit for.
- Click the button “Add Payment Credit“.
- Input the payment credit details following the tutorial “Adding a Payment Credit“.
- Input the required invoices in the section “Invoices to be paid“
- Invoices: Select the invoice due for payment from the drop-down menu.
- Click the “Add” button to add more than one invoice.
- Invoice Total, Paid Amount, Unpaid Amount: get filled automatically.
- Distribution Amount: Input the amount you wish to be deducted from the client’s credit and paid. Click the refresh-like icon if you wish for “Distribution Amount” to be automatically filled with the invoice total amount.
- Invoices: Select the invoice due for payment from the drop-down menu.
- Click “Add Payment“.
To distribute payment credit in a client's profile
- Select “Clients” from the navigation menu.
- Click “Manage Clients“.
- Select your required client to open the client’s profile.
- Find “Credit“, “Open” and “Overdue” amounts at the top of the client’s profile.
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- Note that depending on the client’s profile and credit, one or more of the following amounts may not be visible.
- Credit: Displays when you add a client’s payment credit.
- Open: The client’s opening balance that is still due for payment.
- Overdue: The amount that is due for payment by the client.
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- Click “Distribute” beside the “Credit” balance amount.
- Input the required invoices in the section “Invoices to be paid“
- Invoices: Select the invoice due for payment from the drop-down menu, click the “Add” button to add more than one invoice.
- Invoice Total, Paid Amount, Unpaid Amount: get filled automatically.
- Distribution Amount: Input the amount you wish to be deducted from the client’s credit and paid. Click the refresh-like icon if you wish for “Distribution Amount” to be automatically filled with the invoice total amount.
- Click “Save“.