How to Utilize a Credit on Account to Pay a Client Invoice

From the Navigation Bar, select Client iQ

Search or Select the desired client from the roster

Once on the Client Profile, Select Billing Overview

Select Make Payment

Any client credit available to the client will be displayed in green at the top

Select Client Credit as the payment type

This option will only appear if a client credit is available for use

Enter the amount of the client credit you would like to apply to open invoices for the client


A confirmation popup should appear when the payment is successful

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