Credits

What it is

Clients can have a credit balance that is automatically applied to invoices when they pay. Credits can be added manually (e.g. refund, goodwill gesture) or via a top-up product.

How it works

CreditManager (or equivalent) manages credit balance. client_credit_transactions (or clients.credit_balance) stores the balance. When a client pays an invoice, if they have credit, it is applied first; the invoice total is reduced by the credit amount.

Example

Client has £20 credit. Invoice total £50. On payment, £20 credit is applied; client pays £30. Remaining credit: £0.

How to set up

Go to Admin → Settings → Credits. Enable the credit system. Add credit manually via Admin → Clients → edit client → add credit.