Need to write off a customer unpaid or part paid invoice? Or does a customer no longer owe you what was stated on their invoice?
Need to write off customers unpaid or part-paid invoices?
Does a customer no longer owe you what was stated on their invoice?
Or do you owe a customer for cancelled classes?
You are able to add a credit for the remaining amount on the invoice.
First, you have to find the customer needed.
There are 2 ways to do this. Firstly, you can go to 'Customers' and 'View All'. Then search for the customer and select them.
On the customer page, go to the 'Billing' tab. Then you're going to see the information below. Choose 'Add Credit':
Finally, enter the payment date, the amount, and don't forget to press 'Create' at the end of the operation.
Secondly, you can go to 'Billing' and 'Add Credit' in your menu and you will arrive on the page above. The only difference is that you have to search for the customer name.
After this, if you need to check or change your credit, you can just go to 'Billing' and 'Credits'. Or find the record of the credit on the customer's profile.
You can delete a credit on this page:
You can also assign this credit to another invoice, or split it into several parts and assign them to different invoices, if necessary.
For example, if you have added a credit of £250, you may assign £100 to one invoice and £150 to another one (depending on the outstanding amount on each invoice). Or you may assign a part of the credit and leave the rest to be assigned in the future. In this case, the unassigned part of the credit will be assigned to the next invoice generated for this customer, unless you reassign it elsewhere manually.
Go to Assignments tab on the credit page and click 'Add' to create a new assignment:
You will be redirected to the page where you can assign the remaining amount of this credit to one of unpaid or part-paid invoices for this customer:
Note that you won't be able to assign a credit if there are no unpaid invoices for this customer.