Managing outstanding balances and applying available credits manually can be time-consuming and prone to errors. Customers may also face confusion about how their available credits are utilized against new invoices.

Invoice Crowd now allows automatic application of Credit Notes to invoices, streamlining the payment process. This feature ensures that any available credits from previous transactions are automatically applied to partially pay invoices, reducing manual effort and improving payment efficiency.

 

How It Works

  1. Enabling or Disabling Credit Notes

    • When creating an invoice in Invoice Crowd, the Credit Notes option is enabled by default.
    • To disable this feature:
      • Open the right sidebar settings while creating an invoice.
      • Toggle the Credit Notes option to disable it.

  2. Automatic Application of Credit Notes

    • If Credit Notes are enabled:
      • The system will check the customer's Credit Notes Balance when the invoice is sent.
      • If the balance is sufficient:
        • The invoice will be partially paid using the available Credit Notes.
        • Any remaining amount will need to be paid by the customer.
      • If the balance is insufficient:
        • The customer will need to pay the full invoice amount.

  3. Customer Experience

    • When the customer receives the invoice:
      • They will see a breakdown of the payment, indicating:
        • The portion paid via Credit Notes.
        • The remaining amount due.
      • This transparent process reduces confusion and ensures clarity.