Internet Explorer is not supported
Sorry, please use another browser such as Google Chrome or MozillaFirefox

It is always important to check and see if you have any open credit balances that have not been applied for a client.  

 

Credit Memos:

1) Go to Billing > Credits/Debits > Credit Memos

 

2) The remaining balance of each credit memo is listed in the "Balance" column.  If the amount is zero, the total credit memo has been applied

 

 

Viewing which Clients have unapplied credits from Balances: 

1. Go to Billing > Balances

Amounts highlighted in red are unapplied credit balances.

 

When creating a payment, “Apply Credit” will appear as a payment option only when there is an unapplied credit amount:

Was this article helpful?