The client credit system helps you keep track of your clients' retainers, prepaid blocks of hours, credits for returns and cancellations, and refunds. This is a client-facing feature, so keep that in mind when writing your descriptions. Only team members with appropriate permissions can see, edit, or create and apply client credits.
Which would you like to know about Client Credits?
Click the topic you wish to learn more about for Client Credits to go directly to that Help Guide. At the bottom of each Help Guide you redirect to from the list below, there is a link to take you back here!
Team Member Permissions
Minimum permission settings for team member to add/remove credit: Client ➝ View; Project ➝ View; Invoice ➝ Create
Minimum permission settings for team member to apply credit as a payment on an invoice: Client ➝ View; Project ➝ View; Invoice ➝ Edit
Minimum permission settings for team member to view credits on client's profile: Client ➝ View
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