Manage a Payment Credit

Would you like to apply a payment credit to a client's account or recurring payment plan? Apply a credit to a client's account to be used before any charge is applied to their credit card.

1. Click Lists → Clients and select the client from the list.
2. Select the Invoices tab.
3. Click on the text that says Credit Balance.

   

4. Add a positive or negative value to adjust the credit balance as needed.
5. Click Add. 
6. You will see the history of credit balances for the client.

• When you add a credit to a client's account, any future automated charges, including those from a payment plan, will use this credit before charging any amount to the client's credit card. 
• For example, you can add a credit to a client's account that amounts to one free session in their payment plan, and when the system goes to bill them on their normal billing cycle it will use that credit balance as opposed to charging the client's credit card.