Credit can be used to offset upcoming invoice payments automatically. This article explains how credit is applied, how to add or remove credit, and how to pause its automatic application when needed.
How Credit is Applied to Invoices
When credit exists, it is automatically applied to the next invoice, reducing the total amount due. If the available credit exceeds the invoice amount, any remaining balance will carry over to future invoices.
If you prefer to pause the credit application, you can do so to prevent it from being automatically used on the next invoice.
How to Add Credit
To add credit to an account, follow these steps:
Navigate to the Billing Hub of a specific agreement.
Open the Billing Control section.
Click "Add Credit".
Select the service you want the credit to be associated with on the invoice.
Enter the credit amount.
Click "Save" to apply the credit.
The credit will now be available and will automatically apply to the next invoice unless paused.
How to Remove Credit
To delete existing credit from an account:
Go to the Billing Hub of a specific agreement.
Open the Billing Control section.
Locate the credit you want to remove.
Click the trash icon next to it.
Once removed, the credit will no longer be available for future invoices.
How to Pause Credit from Automatically Applying
If you want to prevent credit from automatically applying to the next invoice, you can pause it:
Go to the Billing Hub of a specific agreement.
Open the Billing Control section.
Locate the credit you want to pause.
Toggle off the credit to disable automatic application.
When paused, the credit remains in the account but will not be used until manually reactivated.