We are happy to announce support for customer credit feature in Zoho Invoice. Now it is possible to add credits to your customers. You can make use of these credits while applying payments to invoice. You have the option to use the complete credit or a part of it.
Some scenarios in which you will be making use of customer credit:
- When customer over pays an invoice and asks you to adjust the excess amount on future invoices.
- When customer makes advance payments to goods/services.
- When customer orders goods/services, makes payment and later due to some reason returns or cancels the complete order or part of it.
Well, in most of the above cases the best approach will be to increase the customer’s credit via Credit Note. Currently we don’t support raising Credit Notes, we are working on this and will be supporting it shortly. Till such time you can add customer credit directly.
How to add credit to your customer:
- Login to Zoho Invoice.
- Click on “Customers” tab.
- Click on a “Customer Name” to drill down to customer details page.
- Click on “Add Credit” link under “Customer Details”.
- Enter “Amount ” and add “Description”.
- Click on “Save Payment” button.
How to use credits while applying payments:
- Login to Zoho Invoice.
- Click on “Invoices” tab.
- Choose the invoice and click on the “Add Payment” link of that particular invoice.
- Click on “Apply From Credit” and leave a check mark on it (Please note that the payment mode will automatically change to “Credit”).
- Enter value on the “Amount” field.
- Click on “Save Payment” button.
Hope you find this
feature useful and it comes handy whenever you need to add credit to
your customer. Please try this feature and share your comments with us.
Happy Invoicing!!!
I'm not seeing it in the Android app?
I'm not seeing it in the Android app?
@andydahl,Yes, the customer credits will work with Recurring Invoices too. By enabling this option, unused customer credits will be applied to the recurring invoices before they sent. Follow the below steps to avail the feature,1. Login to Zoho Invoice
2. Click on Settings tab
3. Click on Recurring Invoice link under Invoice Settings
4. Click the check box to enable Apply credit automatically.Hope this helps. If you need further assistance feel free to mail us at support[at]zohoinvoice[dot]com.Regards
Vaji
Zoho Invoice Team
@andydahl,Yes, the customer credits will work with Recurring Invoices too. By enabling this option, unused customer credits will be applied to the recurring invoices before they sent. Follow the below steps to avail the feature,1. Login to Zoho Invoice
2. Click on Settings tab
3. Click on Recurring Invoice link under Invoice Settings
4. Click the check box to enable Apply credit automatically.Hope this helps. If you need further assistance feel free to mail us at support[at]zohoinvoice[dot]com.Regards
Vaji
Zoho Invoice Team
Does this work with Recurring Invoices, too? Say a client overpays an invoice (two months instead of one). Next month, is Zoho smarth enough to apply the credit to the invoice?
Does this work with Recurring Invoices, too? Say a client overpays an invoice (two months instead of one). Next month, is Zoho smarth enough to apply the credit to the invoice?
Cool - Thank you.
Cool - Thank you.