Help with applying credit to a bill

Self-Hosted | v5
1

Hi, I have created a few credits for clients who in the past have overpaid (mainly due to some issue with Paypal payment process!).
I have one client who has a 0.40 credit and a 5.88 bill. I tried entering a payment and applying the credit which it does but also marks the 5.48 as paid too which of course isn’t the desired outcome. I’m probably going about it the wrong way so if anyone could offer a little guidance I would appreciate it.
Once I acheive the above, I can then auto-bill the remaining amount.

Mark

2

Hi,

When entering the payment you’ll want to change the amount to apply to the invoice to match the credit amount.

3

Thanks for the info, I tried that (screenshot attached) and got an error saying 422: Unprocessable content - the given data was invalid. Amounts do not balance correctly.
Screenshot 2024-04-17 at 17.12.08

4

Try making the following changes:

  • Remove 0.40 from the amount field
  • Change 5.88 to .40 in the invoice amount
1 Like
5

Thankyou for your help, that did the trick. Not very intuitive :wink: