This article explains how to credit an invoice and process a refund after a client has made a payment. It also covers how to keep the payment as credit and apply it to a future invoice
If an invoice has been paid but needs to be credited to reflect the amount owed to the client, follow these steps
Go to Accounts > Payments
Open the payment, and remove the associated invoice
To maintain accurate records, either:
- Void the invoice, or
- Allocate a new payment to the invoice
The client will now have a credit balance, which can be allocated to a future invoice
If you need to refund the client, follow these steps:
Go to Accounts > Payments
Click '+ New payment' to create a new negative payment equal to the original amount. Eg. If the client paid R375, enter -R375
Save
This step-by-step guide will show you how to apply an existing credit balance to a client's invoice, ensuring smooth and accurate payment processing. Watch the video to see how easy it is to manage prepaid credits within Bookem and keep your records up to date.