Skip to main content
All CollectionsInvoices & Payments
Payments - showing as credit
Payments - showing as credit

Automatically apply positive credit balance

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years 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.


Did this answer your question?