Your customers will see their open credits within their account statement, listed below their invoices.
When a customer wants to apply their open credits to their open invoice amount, they have multiple options:
Option One - Applying Credits to Oldest Invoices
Your customer can choose Apply Credits from their list of Available Actions. They will be redirected to the below screen.
Your customer will check the credits they would like to apply to their open balance. Once one or more credits is checked, the Apply Credits button will turn red and can be clicked.
Please note that this option applies the open credits to the oldest invoice/invoices first within the customers account. This process is explained under Applying Credits to Oldest Invoices.
Option Two - Apply Credits to a Specific Invoice
If your customer wants to apply their open credit/credits to a specific invoice, they can achieve this by checking the correlating invoice first and the choosing Apply Credits from their Available Actions.
Please note this is explained under Applying Credits to a Specific Invoice.
Option Three - Choose and Apply Credits within Invoice
A third option your customer may choose is to apply credits when they have landed in the Invoice Details (from clicking View on a specific invoice within a payment reminder, for example).
In this option, your customer will click to Choose and apply credits from their Available Actions within the Invoice Details.
This option will then present the available credits your customer can apply to the open invoice. Your customer will first choose which invoices and then click Apply Selected Credits.
Your customer's open balance will be automatically adjusted once they choose to apply credits in each scenario.
Both your customer and you will have access to the invoice's Transaction History which will provide the date and time that these credits were applied along with all actions that have been applied to the specific invoice.
In this example, you can see that the invoice was scheduled and then re-opened before credits were applied by the customer.