If you enable Auto-Apply Credits to Newly Created Invoices under your Finance General Settings over-payments will automatically be applied to newly created invoices. NOTE: These are applied to only invoices created for upcoming billing.
- Click Setup in the left-hand navigation panel.
- Click General Settings in the Finance section.
- In the Automated Scheduled Billing section, select Auto-Apply Credits to Newly Created Invoices.
- Click Done.
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NOTE: The Auto-apply function will only impact future invoices, not existing invoices. |