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/notes 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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