Adding and Working With Credit - Revision history

SarahK at 15:08, 18 April 2022

2022-04-18T15:08:10Z

SarahK at 21:48, 21 January 2022

2022-01-21T21:48:57Z

SarahK at 19:19, 17 January 2022

2022-01-17T19:19:12Z

SarahK: Created page with "Credit allows you to receive money from a client, record it, and apply that balance to the client's purchases. When working with credit, you will perform various actions in s..."

2022-01-14T17:51:29Z

Created page with "Credit allows you to receive money from a client, record it, and apply that balance to the client's purchases. When working with credit, you will perform various actions in s..."

New page

Credit allows you to receive money from a client, record it, and apply that balance to the client's purchases.

When working with credit, you will perform various actions in several different interfaces.

==Credit a client for money received==

When you receive money from a client, you should record it in WHMCS as a transaction. But if the payment is not for a specific invoice or the client has accidentally overpaid, the client's credit balance should be increased accordingly. Adding credits via the "Manage Credits" popup would not appear on the transaction record as they are not transactions.

To credit a client and create a transaction:

* Navigate to '''Billing > Transactions List > Add Transaction''' tab.
* Enter the details of the credit.
* Check the '''Credit''' checkbox.
* Click Add Transaction.

This will ensure your accounting records are accurate and the '''Account Statement''' report is balanced.

@@ Line 9: / Line 9: @@
 To credit a client and create a transaction:
-* Navigate to '''Billing > Transactions List > Add Transaction''' tab.
+* Go to '''Billing > [[Transactions|Transactions List]]''' and select the '''Add Transaction''' tab.
 * Enter the details of the credit.
 * Check the '''Credit''' checkbox.
@@ Line 20: / Line 20: @@
 To adjust a client's credit balance:
-# Go to the '''Summary''' tab of the client's profile and click '''Manage Credits'''.
+# Go to the '''[[Clients:Summary Tab|Summary]]''' tab of the client's profile and click '''Manage Credits'''.
 # Click the desired action ('''Add Credit''' or '''Remove Credit''').
 # Enter a description of or reason for removing the credit. Only admins can see this.
@@ Line 36: / Line 36: @@
 #Click '''Go'''.
-If the invoice has been paid by credit, you may wish to set the invoice status back to Unpaid and reverse any automation that may have been triggered (eg. moving the service's Next Due Date back one billing cycle).
+If the invoice has been paid by credit, you may wish to set the invoice status back to ''Unpaid'' and reverse any automation that may have been triggered (for example, moving the service's Next Due Date back one billing cycle).
 Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
@@ Line 43: / Line 43: @@
 <div class="docs-alert-info">
 A client cannot add funds until they have at least one active approved order in their account. This is to prevent fraudulent use.
 </div>

← Older revision		Revision as of 21:48, 21 January 2022
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	Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.		Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
		+
		+	==Adding Credit in the Client Area==
		+
		+	<div class="docs-alert-info">
		+	<span class="title">Note</span><br />
		+	A client cannot add funds until they have at least one active approved order in their account. This is to prevent fraudulent use.
		+	</div>
		+
		+	To add funds as a client:
		+
		+	# Click '''Add Funds''' on the Client Area homepage.
		+	# Enter the amount to add.
		+	#* This can be any amount between the minimum and maximum that you have set.
		+	#* The system displays the minimum and maximum on the page.
		+	# Choose a payment method.
		+	# Click '''Add Funds'''.
		+	# Pay at the selected gateway.
		+
		+	==Applying Funds to Invoices==
		+
		+	After a client has added funds to their account, if they place any new orders, the system will automatically apply credit to them and mark the invoices paid instantly and automatically on checkout.
		+
		+	If the client has outstanding invoices, they can open those invoices via the client area and apply credit from their available balance to them from the invoice page itself. A red box will appear on the invoice showing their credit balance and allowing them to apply credit to any of their outstanding invoices
		+
		+	From the admin area, staff can also apply credit to invoices via the '''Credit''' tab when viewing a particular unpaid invoice.

@@ Line 1: / Line 1: @@
-Credit allows you to receive money from a client, record it, and apply that balance to the client's purchases.
+Credit allows you to receive money from a client, record it, and apply that balance to the client's purchases. For more information about credit in WHMCS, see [[Credit/Prefunding]].
 When working with credit, you will perform various actions in several different interfaces.
@@ Line 15: / Line 15: @@
 This will ensure your accounting records are accurate and the '''Account Statement''' report is balanced.