Client attempted to submit a payment towards an invoice using ACH which apparently needed a manual verification, he proceeded to pay with a card.
ACH was processed and now shows as unapplied payment, customer would like to keep it as credit towards future invoice but in the current ‘unapplied’ state, he is unable to use it towards invoice in the client portal.
Is there a way to apply/convert the payment towards a credit so they can self use it towards new invoices?
Hi,
I don’t believe the app supports converting it but there’s an option on Settings > Payment Settings to use I applied payments towards future invoices.