Credits can be applied in bulk - https://intercom.help/hauler-hero/en/articles/8180196-bulk-apply-account-credits Additionally, Credit Memos can be created to manage account credits before applying them in bulk.
What is a Credit Memo?
A Credit Memo is a document that adds a credit to a customer’s account. This credit can then be used as payment toward an outstanding invoice. Creating a Credit Memo is a prerequisite for applying a credit to an invoice.
To apply credit towards a single customer / invoice - Ensure that a Credit Memo is created first if the credit does not already exist on the account.
Steps to Create a Credit Memo
Follow these steps to create a Credit Memo in Hauler Hero:
Access the Customer Profile
Open the customer’s profile for the account where the credit will be applied.
Navigate to the Billing Section
Go to the section where credits or adjustments are managed (typically labeled as "Billing" or similar).
Create the Credit Memo
Select the option to create a Credit Memo (or Credit/Adjustment).
Enter the credit amount.
Add a clear description or note for audit purposes (e.g., "Credit for overpayment adjustment").
Save the Credit Memo
Save or post the Credit Memo so it appears as available credit on the customer’s account.
From the customer's profile, go to Billing Before proceeding, create a Credit Memo by selecting the option to add a credit or adjustment, entering the amount, and saving it.
Select Take Payment
In the pop up window, the system will display all unpaid invoices, the amount of credit on file and other payment options. To apply the full credit towards your invoices, leave the selected boxes check and select post. Credit Memos are displayed as available credits in this window, ensuring they can be applied to outstanding invoices.
Alternatively you can select to apply a partial amount or apply payment towards only one invoice, leaving any other invoice unpaid. For best practices, always document the reason for partial credit applications in the description field for future reference.
Tips and Best Practices
Always document the reason for the Credit Memo in the description field for future reference.
Ensure that the Credit Memo is tied to the correct account and invoice to avoid reconciliation issues.
The same options are available under the Billing > Payment tab if processing bulk payments.