The Goal: Configure your system to automatically apply credits and overpayments to newly created invoices, so over-payments are applied to upcoming billing without manual intervention.
Before You Begin:
- You need staff access to the Settings area to edit your billing configuration.
- Note that this setting applies only to invoices created for upcoming billing — it does not affect existing invoices.
If you enable Auto-Apply Credits to Newly Created Invoices in your General Billing Settings (under Finance, Billing section, Settings), over-payments will automatically be applied to newly created invoices. NOTE: These are applied to only invoices created for upcoming billing.
Step-by-Step Instructions
- Click Settings in the left-hand rail.
Go to Finance, Billing section, click Settings and select General Billing Settings.
- In the Automated Scheduled Billing section, select Auto-Apply Credits to Newly Created Invoices.
- Click Done.
| NOTE: The Auto-apply function will only impact future invoices, not existing invoices. |
Common Pitfalls
- Expecting existing invoices to update: The Auto-Apply Credits setting only impacts future invoices created for upcoming billing. It will not retroactively apply credits or overpayments to invoices that already exist — those must be handled manually.