Login and signup links


Steps to set-off credit balance against an unpaid invoice made by a client

Step 1: To set-off an invoice against credit balance of a client, click on the action icon as shown below.

Record Payment



Step 2: If client has credit balance, the software will automatically show “credit balance” as the payment mode. A pop-up appears, it is just for your information, click “ok”. Please note, you must first zero out your client’s credit balance against an unpaid invoice before you accept any further payment against the same invoice.

Record Payment



Step 3: Click on "save" button to set-off the credit balance against unpaid invoice.

Record Payment



Step 4: After clicking on ‘Save’ button you can view the payment receipt. You have option to choose from different styles, choose the one you like the most.

Record Payment



Go back to the list of all tutorials
Cookies make it easier for us to provide you with our services. With the usage of our services you permit us to use cookies.
Ok