Correct method to handle manual invoice payment

[othellotech]

We have a client with a credit balance (they manually paid money directly to our bank account), and they also have a number of outstanding invoices.

 

Looking at the client record on

/admin/clientssummary.php?userid=00000000nn

 

it shows...

Invoices Due: 8 (£140.88)

Available Credit Balance: £140.88

 

both of which are correct.

 

How do you actualy mark the outstanding invoices as *PAID* and use the credit balance up, within the WHMCS system ?

 

Looking at the invoice /admin/invoices.php?action=edit&id=nnnnnnnn

there are options to Mark as Cancelled and Unpaid, not *obvious* method to use up part of a credit to pay the invoice, or simply mark as paid.

 

Surely we dont have to edit the credit down by each invoice amount, go into each invoice and click "Add Payment" to pay the invoices off 1 at a time ?

[Matt]

Nope, you simply use the Add Credit option on the invoice page.

 

Matt

[othellotech]

Nope, you simply use the Add Credit option on the invoice page.

 

Matt

Thanks, will test that out and report back