How do you apply available credit to multiple invoices at once?

[bluesteam]

Hello,

This might seem like a simple question to most and I apologise upfront if it is a really easy thing to do but I can't seem to figure it out. 

I have a client that pays a monthly amount using the Add Funds facility because he is too lazy to log on to the system and pay his invoices so he just has a standing order that pays a fixed amount every month.

If this client has 4 or 5 invoices, I have to go in to each invoice and click on the CREDIT tab and apply the credit there for each individual invoice.

s there a way to multi-select the 5 invoices and apply the credit available on the clients account??

I would appreciate some guidance here.

Thanks
Brett

[Kian]

Not in the strict sense but you could turn on Setup > General Settings > Credit > Automatic Credit Use to "to automatically apply available credit from a users credit balance to recurring invoices upon creation". Keep in mind that this feature will work for all your customers.

[bluesteam]

I already have this enabled.  But this credit is created AFTER the invoices have been generated. 😞

I don't understand how WHMCS doesn't have this feature.  Oh well,  nothing is perfect I guess.

 

Thanks Kian 🙂

[Kian]

Oh 😞 You could try with Mass Payment that allows customers to pay multiple invoices at once also with credit. On paper it works but keep in mind that Mass Payment can't be used in some countries where the resulting invoice would be considered a billing error.