How to allocate credit to an invoice in Bookem

This article explains how to apply overpayments or previous credits to an invoice for accurate account balances.

Here's how

Follow these steps:

1. Generate a new invoice from the booking on your Calendar

2. If the client has credit on their account, a notification will appear at the bottom of the invoice

3. To apply the credit, first finalise the invoice, and click 'Apply credit'

If the credit exceeds the invoice total, allocate the necessary amount, and the remaining balance will be saved for future invoices.

4. Click 'Save & close' / 'Save & send'