Account credit can be applied to invoices in any increment from the customer detail page or from batch payments.
Apply partial credit to an invoice without processing any other payment. What is not applied remains on file for future use.
Apply partial credit to an invoice while also processing payment
Process payment and leave account credit on file untouched
From Customer Detail:
With an account that has existing account credit, start by selecting the TAKE PAYMENT button.
The system will default selecting the open invoices to apply credit to
You can toggle off the option to apply account credit, and process a new payment only
Or you can choose to apply a partial amount of the account credit to the open invoice
Make sure the Apply Account Credit is toggled ON, enter the amount to be applied, select the invoice and post.
Batch Payments:
Same flow from the customer details, however you can continue adding payments to the bath for other customers.
The batch payment review will details the Payment & Account credits applied to the invoice(s)
