Your client may have agreed to pay you a certain amount on a recurring basis. However, as we all know, change is the only constant 😉 and sometimes a recurring payment needs to be changed in a hurry.
By applying a credit amount to a client's agreement, you can do that without editing anything.
Watch our video for a visual walkthrough.
How will the credit be sent to my client?
Go to the Billing Hub and open the Billing Control
Click the 'add credits' button, fill out the details, and click 'Add credit'
Once the credit is applied, it will appear in Billing Control as well as on the invoice.
Using the toggle, credits can be included or removed from an invoice.
To delete a credit completely, click the trash can in the Billing Control.
