Applying a Client Credit

In this Article:

• Apply a Client Credit
• Delete a Client Credit

To apply a client credit to an open balance, use either of these methods:

Option 1:

Go to:

• Clients (left menu)
• Click the client name
• Click the Billing tab
• Click the Let's get started button on the top blue banner:

• The credit will be automatically applied to any open client responsibility:

• Click Continue, then Save Credit Distribution

Option 2:

Go to:

• Clients (left menu)
• Click the client name
• Click the Billing tab
• Find the Balance column (near the right side)
• Click the blue triangle next to the credit you wish to distribute:

• The credit will be automatically applied to any open client responsibility:

• Click Continue, then Save Credit Distribution

Delete a Credit Distribution

To delete, go to:

• Clients (left menu)
• Click the client name
• Click the Billing tab
• Click the Credit Distribution you wish to delete: