Customer Credit
Some scenarios in which you will be making use of customer credit-
- When customer over pays an invoice and asks you to adjust the excess amount on future invoices.
- When customer makes advance payments to goods/services.
- When customer orders goods/services, makes payment and later due to some reason returns or cancels the complete order or part of it.
Please follow the steps below to access this option-
- Login to Zoho Invoice.
- Click on "Customers" tab.
- Click on a "Customer Name" to drill down to customer details page.
- Click on "Add Credit" link under "Customer Details".
- Enter "Amount " and add "Description".
- Click on "Save Payment" button.
How to add payment:
- Login to Zoho Invoice.
- Create an invoice (video)
- Click on "Invoices" tab.
- Choose an invoice and click on the "Add Payment" link for that particular invoice.
- Click on "Apply From Credit" and leave a check mark on it (Please note that the payment mode will automatically change to "Credit")
- Enter value on the "Amount" field.
- Click on "Save Payment" button.
Once you have added payment through the credit option, please check the customer's credit to find the remaining credit available. Hope this feature helps you.
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