The purpose of this article is to guide user on how to to apply credit on account and/or invoices.
Credits are issued and can be used to pay existing invoices within the website. These are based on a certain percentage of a customer invoice.
Credits are applied to open invoices before payment is attempted on other payment methods stored on file (e.g. Credit Card, ACH).
The amount is transacted from the oldest open invoice first, and the credit balance applied to each subsequent invoice in chronological order.
Workflow
- a. Credit applied as an Account Credit.
This credit is not yet applied to any invoice. This will be applied to the next invoice to be generated.
b. Credit applied in an Invoice
This credit has been applied to an existing invoice as a Discount.
2. Send email to reseller agent. Template is available in @internal.
Details like the reference ID, related invoice and related amount is included.
3. Add new credit to fac.epi.run