This week - we are building on our Friday Feature Focus from last week and will be reviewing how to actually redeem credits to a client’s invoice.
There are three really simple ways to apply credit to a client’s invoice and we will touch on all of them here. First is redeeming credit when adding a payment to an invoice.
Option 1 - Applying Credit When Adding New Payment
When a client has an “Open Invoice” (an invoice that has not been fully paid), you can navigate to the “Edit Invoice” screen by clicking the “Edit” button.
From this screen, just click “Add Payment” to add a new payment to the invoice.
If your client has a credit on their account, Time To Pet will prompt you to use that credit.
Clicking this link will prompt you to apply this credit to the invoice.
Option 2 - Applying Credit When Viewing The Scheduler
You can also apply credits when viewing the invoice on the calendar. When you are viewing your service order for the invoice in the Scheduler section, Time To Pet will prompt you if the client has any credits on their account. You can apply these credits to the invoice here.
After clicking this button, Time To Pet will show you the same popup window to finalize applying the credits.
Option 3 - Applying Credit Using Bulk Invoicing
The last (and usually easiest) way to apply credits to an open invoice is by using the Bulk Invoicing tool. This tool makes it really simple to perform actions on your invoices in bulk. After navigating to the Bulk Invoicing section, look for the tab that says “Credits”. If there are any open invoices that can have credits applied, Time To Pet will show you an indicator here.
You’ll notice in the following screenshot that John Doe has two open invoices that can have credits applied. However, he only has $20 in credits. By default, Time To Pet will apply the credits to the oldest invoice first but you can override this if needed.
Just select the checkbox next to the invoice you want to apply credits to and click the blue “Apply Credit To Invoices” button.
For more information on applying and redeeming credits, be sure to check out our help article on this topic.