There are two options that you may come across when it comes to Client Credits:
Client Credit covers the full amount:
You will select the more menu (3-dots) on the existing payment line to mark the payment as paid, then select the payment type to be "Client Credit."
***Note there is a payment option labeled "Credit." This is not the option you want.***
This will then ask you to select the client profile you would like to pull the funds from, and for any extra payment information. Finally you will select "ok" to finalize this!
Once finalized it will automatically pull out the funds from the client's credits and show in their profile what it was applied to the invoice.
Client Credit does not cover the full amount:
You can quickly break out your invoice into multiple payments with due dates for your client. If you want to add a payment:
You will first scroll down to payments then click "Add payment." Then type in the value of the amount of credits a client has left
The last payment on the list will always show the remaining balance after other payment you have listed.
You will select the more menu (3-dots) on the top payment line to mark the payment as paid, then select the payment type to be "Client Credit."
***Note there is a payment option labeled "Credit." This is not the option you want.***
This will then ask you to select the client profile you would like to pull the funds from, and for any extra payment information. Finally you will select "ok" to finalize this!
Once finalized it will automatically pull out the funds from the client's credits and show in their profile what it was applied to the invoice.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.
Happy designing!