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Home > Billing > Initial Billing Setup > Configure System to Auto-apply Credits/Overpayments
Configure System to Auto-apply Credits/Overpayments
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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. 


  1. Click Setup in the left-hand navigation panel.
  2. Click General Settings in the Finance section.

  3. In the Automated Scheduled Billing section, select Auto-Apply Credits to Newly Created Invoices.
  4. Click Done.


NOTE: The Auto-apply function will only impact future invoices, not existing invoices.
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