Pay invoice with client credit

Table of Contents

Before you start
Apply credit to an existing invoice
Pay with credit when creating an invoice
Apply credit to a recurring invoice

If a client has available credit in their account, you can apply it to pay invoices on their behalf—fully or partially—without needing to charge a payment method.

Before you start

Credit can be applied to invoices in two ways:

Automatically : credit is applied as soon as the invoice is issued.
Manually : credit can be applied anytime to any unpaid invoice.

Both options are available to firm owners, firm admins, and firm members with both Manage payments and Manage invoices access rights who are assigned to the specific client account or have access to all accounts.

Note

If credit covers only part of the invoice amount, the available credit is applied first and the remaining balance can be paid using the client’s card or bank account—the same way as paying on a client’s behalf .

Apply credit to an existing invoice

To apply available credit to fully or partially cover an existing invoice:

Go to your firm’s Invoices page, the Invoices tab in the client’s profile, or open the job card the invoice is linked to.
Click the three-dots icon next to the invoice and select Apply credit.
Review the credit amount to be applied, then confirm.

If the credit covers the full invoice amount, the invoice is marked as Paid. If it covers only part, the invoice moves to Partially paid status, and the remaining balance can be settled separately .

Pay with credit when creating an invoice

When creating an invoice, you can apply credit automatically at the moment of issuance:

Create an invoice as usual.
If the invoice total is equal to or less than the client’s available credit, you’ll see the Pay invoice using client credit checkbox. Enable it.
Issue the invoice—it will automatically be marked as Paid.

Apply credit to a recurring invoice

You can apply credit to a single invoice generated by a recurring invoice the same way it works for one-time invoices :

If the recurring invoice is set up with manual payment authorization .
If the recurring invoice is set up with automatic payment authorization, but the automatic payment fails .

However, you cannot apply credit if the recurring invoice is set up with automatic payment authorization and the payment attempt is successful.