Move a customer's credit onto another open invoice

A customer overpays, or returns a piece they already paid for, and now you owe them money while they owe you on another deal. Settling that used to mean a refund going one way and a payment coming the other. Now you can move the credit straight across.

When credit appears

When an invoice's balance drops below zero, its action menu offers credit options instead of the usual payment ones. You can issue the credit back to the customer, or transfer it to another of their open invoices. The transfer option only shows when the customer has another invoice with a balance due.

Move it with the numbers in front of you

Pick the invoice to move the credit to, and the dialog shows four numbers: the credit available, the other invoice's balance, the amount you're moving, and what's left afterwards. If you try to move more credit than there is, or more than the other invoice owes, it turns red and tells you which.

A record you can trust

The transfer is recorded on the receiving invoice as a payment, with the method Credit Transfer and a reference to the invoice the credit came from. The method, reference and date are locked, so the trail stays accurate. Credit can only move between invoices for the same customer. See more about invoicing in Elefta.