Bulk apply account credits

Select the Accounts Receivable tab under Billing

We recommend expanding the view to 2000 rows per page

Select all accounts (or specific accounts) and select Apply Credit

This will apply any unused account credits to any unpaid invoice for that customer.

To locate all accounts with account credit -

Billing > Accounts Receivable

Select the funnel next to 'Account Credit'

If you filter by 'Is Greater Than' and enter 0 this will show you every account credit available.

Our system applies late fees based on the status of an invoice rather than the amount owed. This means that even if a customer has enough account credit to cover their invoice, a late fee may still be applied if that credit is not used to pay the invoice before the due date or grace period.

To prevent this from happening, we recommend applying any available account credit after sending the invoice to the customer. This ensures the system correctly recognizes the invoice as paid and prevents unnecessary late fees.

By following this approach, you can avoid confusion and ensure your customers are not charged late fees when their invoice is actually covered by account credit.