How to allocate credit to an invoice in Bookem

This article outlines how to allocate credit to an invoice from overpayments or previous credits, ensuring accurate and up-to-date account balances.

Here's how

Follow these steps:

1. Generate a new invoice either from the booking on your Calendar, or from the client profile

2. If the client has any credit on their account, a notification will appear at the bottom of the invoice

3. Finalise the invoice and click 'Apply credit'

4. Finalise the invoice with the correct available credit amount

5. Click 'Save & close' / 'Save & send'