Invoice Record - Payments

Apply a credit on an invoice

If a client has gallery credits, you can view those on the contact record and apply them to a future invoice.

Any credits a client has can be viewed under the Financial section of the contact record, including the status of the credit (redeemed or unredeemed) and the invoice the credits were issued from.

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When a client has available credits, you can redeem all or partial credits with the REDEEM CONTACT CREDITS button on the Payments tab. 

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You can decide whether you want to redeem the total amount of credits or only a partial amount.

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If only a partial amount of the credit is applied to the invoice, the remainder will appear next to the Contact name as well as on the Contact record.

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Suggested Readings:

- Issue a credit to a client

- Refunding on Invoices

- Store a client payment method without running it