There are two ways that you can apply a Credit or Open Payment to a client's invoice.

The first thing that you can do to apply a credit and/or open payment to a client's invoice is access the Edit Invoice screen for the invoice you want to apply the funds to and select the Add Payment button in the bottom left-hand corner of the screen. If the client has an open payment or credit amount available to be applied to the invoice, the Apply Existing Payment window will pop up, prompting you to apply it:

The second thing you can do is use the Bulk Invoicing tool (found in the Invoicing > Bulk Invoicing section of your Admin Dashboard) to apply credits or open payments for multiple clients at once. To do so, click on either the $ Apply Credits or $ Apply Open Payments tabs that can be found here:

You will see a list of qualified invoices for clients that have existing credits or open payments that can be applied to them. The client's name, the amount of the available credit or open payment, the number of the invoice, its due date, and the balance due will be displayed here. By default, the full amount of the balance due and/or the existing credit/open payment will be applied. You can use the field in the Credit/Payment To Apply column to edit the amount that will be applied to the selected invoice:

Credits and open payments are automatically applied to client invoices before clients are processed when the company uses our Automatic Charging feature. This ensures that clients are charged the adjusted amount and minimizes manual processing time, enhancing billing efficiency.

Credits can be created, edited, and viewed in the Service/Invoices section of a client's profile by clicking the pencil icon under the Credit Balance value along the top of the page:

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You can view both credits and open payments on a client's profile by clicking the View link that appears in parentheses following their overall account balance at the top of their profile, located just between their name and account tags:

Doing so will open up the client's Balance Sheet, where you can see an overview of all of the client's invoices and payments, including any existing credits and open payments:

Additionally, Time To Pet Facility offers dedicated Credits and Payments - Open reports in the Reporting > Financial > Payments section of the Admin Dashboard, which allows you to review all current client accounts with open payments, see what credits are applied to client accounts, review any tracking notes you recorded, and identify credits marked as bad debt for accurate financial management:

No, clients cannot apply credits or open payments to an invoice; only an Admin or Scheduler can do so. However, in the Settings > Client Settings > Portal Settings section of your Admin Dashboard, you can let clients view the credits or open payments on their account that can be applied to future invoices. These funds will be labeled Available Payments in the Client Portal.