Credit Memos and Unapplied Payments
Unused credit memos or unapplied payments can be used as a payment towards an existing invoice. Customers can also pay online using their credit memos and unapplied payments.
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Show how many Credits were used on Customer Invoice
If a customer is on a recurring payment plan, you can choose to show them the remaining balance due in their receipt after a payment is applied.
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Allow customers to use credit memos on open invoices
If your customer is using our online payment portal to pay their invoice, they will see their total of credit memos that are unused. They can choose to use some or all of them as a payment towards an open invoice.
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Use unused credit memos or unapplied payments as a payment
On the customer details page, you can see how mnay unused credits a customer has, and you can choose to use some or all of them towards a payment for the customer.
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OTHER Charges and Credits FEATURES
Convenience Fees
Create convenience fees and auto apply them to invoices. Define which item to use in QuickBooks when a fee is enabled. Choose to apply it to Credit Card, ACH, or all transactions.
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Late Fees
Create late fees based on a percentage or a flat rate. Automatically apply them to past due invoices. Choose when to send overdue notices, define fees, and more.
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Term Discounts
Provide a discount to your customers if they fully pay off their Invoices within a set number of days after the Invoice date, which will appear as a Credit Memo in QuickBooks.
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