This article explains how to apply overpayments or previous credits to an invoice for accurate account balances.
Follow these steps:
1. Generate a new invoice from the booking on your Calendar
2. If the client has credit available, you’ll see a notification at the bottom of the invoice
3. Finalise the invoice, then click Apply credit
If the credit is more than the invoice total, you can choose how much to apply
Any leftover credit will stay on the client’s account for future use
4. Click 'Save & close' or 'Save & send' to finish