Crediting an invoice and processing a refund

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

Turning a payment into credit

If an invoice has been paid but needs to be credited to reflect the amount owed to the client, follow these steps

  1. Go to Accounts > Payments

  2. Open the payment, and remove the associated invoice

  3. 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

Refunding a client

If you need to refund the client, follow these steps:

  1. Go to Accounts > Payments

  2. Click '+ New payment' to create a new negative payment equal to the original amount. Eg. If the client paid R375, enter -R375

  3. Save

Allocating credit to an invoice

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.

Learn more