Jump to content

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


Recommended Posts


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.


Link to comment
Share on other sites

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.

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    • No registered users viewing this page.
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated