A client asked us this question recently, so we thought we’d share our response with you.
You would use this when a customer has previously overpaid you and the money is sat on their account as an “unused credit”.
The instructions below explain how to deal with this:
1) Locate the customer
2) Make sure you are on the Overview page – you’ll see an area which says “unused credits” – click here (click the amount)
3) Once you’ve clicked on the amount a little window will appear to offer you the option to “Apply to invoices” – click this
4) A new window will appear which presents the open invoices (invoices you have sent to your customer which are awaiting payment)
5) In the “credits to apply box” type in the unused credit amount
6) Press Save
Easy peasy 😎!
The unused credit will now have been offset against the outstanding invoice.
We hope these instructions help.
We, here at Ultra® Accountancy, are a Chartered Certified accountancy practice based in Wakefield and Huddersfield (serving clients all across the UK). We provide an accountancy and tax service which is Going Beyond The Usual®. We’ve been a Zoho Books advisor for 10 years and are proud to have been one of the very first Zoho Books advisors in the UK)👏🏻💥..