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Allocating credit to an invoice in Bookem

You can assign a portion or all of the total payment to a client's invoice, reflecting it as a credit balance in the client's profile.

Here's how:

  1. Go to Account > Invoices and select the relevant invoice. (You can also access the client's invoice through their profile.)

  2. Click the apply credit

  3. If the credit covers the whole fee, the invoice will be marked as paid. If there is an additional amount due, allocate the balance by clicking on +Add payment

  4. Click the Save button or Save & send