You must have billing permissions to apply a credit to a client.
Before You Begin
Adding credit is essentially adding a payment. A payment number will automatically be created/assigned when you save the payment information.
- Navigate to your desired client.
- On the sidebar menu click Ledger.
- Click the Accept Payment button.
- Choose the type of payment (client or insurance. Insurance will only be an option if you entered insurance for that client.)
- Enter the amount of the payment in the total amount field.
- Choose payment method.
- Enter payment date.
- All open invoices that need a payment will show. To not apply the payment to those invoice and just add the credit then do not select any invoices.
- Click Save.