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Payments - showing as credit
Payments - showing as credit

Automatically apply positive credit balance

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

Two things cause Payments to show as a credit, enabling [x] Automatically apply positive credit balance, or the customer has an existing positive balance.

Key Points

  • In Settings/Invoices, [X] Automatically apply positive credit balance is enabled

  • Or, the customer has an existing positive balance

  • To eliminate the credit, remove the check mark in Settings/Invoices

  • Edit the payment with either Option A or Option B below

The positive balance is applied to new invoices (only for auto-created). That is why customers are showing payments as a credit.

To resolve this:

  1. Remove the check mark in [ ] Automatically apply positive credit balance

When you remove the check mark, moving forward you need to do Option A or Option B below.

The scenario is: A customer pays $100 on a $50 invoice leaving a credit of $50.  Now that the setting Automatically apply positive credit balance is off, after the next $50 service is completed, do either:

Option A: Edit the original $100 payment and click Distribute Payment so it will pay the new invoice with the original $100.

OR

Option B: Pay the new invoice with the Pre-Paid Credit of $50.00. This is the Credit payment method that appears in the Payment window. If you don't want to see Credit in the Payment window, go with Option A.


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