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Allocating credit to an invoice

To allocate a client's credit balance as part, or full, payment of an invoice that is due.

  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