📝 Overview
Credits allow you to apply a balance toward a client's invoice, reducing the amount owed. Credits can be created from the Billing dashboard, directly on an invoice, or as part of a return. Once created, credits can be applied, edited, deleted, or converted to a refund as needed.
➕ Creating Credits
Credits can be created from three different locations depending on your workflow.
Click the arrow to learn how to create a credit
Click the arrow to learn how to create a credit
From the Billing Dashboard
Credits created from the Billing dashboard are available for use on any open or locked invoice for that client.
Click on Billing
Click on Credits and select New Credit
Complete the form that appears
From an Invoice
Credits created from an invoice are applied to that invoice by default, but can be unapplied if needed.
Navigate to the applicable invoice
Click on Credits and select New Credit
Complete the form that appears
From a Return
When posting a return, select the option to create a credit.
💡 For more information about processing returns, click the button below.
✅ Applying Credits
Applying a credit to an invoice reduces the amount the client owes by the value of the credit. Credits can be applied directly from an invoice or during appointment checkout.
⚠️ A credit created directly on an invoice will be automatically applied to that invoice.
Click the arrow to learn how to apply credits
Click the arrow to learn how to apply credits
Applying Credits from an Invoice
Navigate to the applicable invoice
Click on Credits and select View Credits
Click the green checkmark icon to apply the credit
💡 Tip: When taking a New Payment on an invoice, any available credits will automatically populate the Credits field.
Applying Credit During Appointment Checkout
Any available credits for the client will automatically appear in the Credits field at checkout.
💡 For more information about the checkout process, click the article button below.
💡 When taking a deposit, a credit is created once the deposit payment has been taken. Click the button below to learn more about depositis.
✏️ Editing & Deleting Credits
Credits can be edited from the Billing dashboard or the client's profile.
Click the arrow to learn how to edit ad delete credits
Click the arrow to learn how to edit ad delete credits
Edit Credit From the Billing Dashboard
Click on Billing
Click on Credits and select View Credits
Click the gear icon for the applicable credit and select Edit Credit
Make the desired changes and click Save
Edit Credit From the Client's Profile
Navigate to the client's profile
Click on Billing and select View Credits
Click the gear icon for the applicable credit and select Edit Credit
Make the desired changes and click Save
Deleting Credits
Credits can be deleted from the Billing dashboard or the client's profile.
Navigate to the applicable credit (via the Billing dashboard or the client's profile)
Click the gear icon for that credit and select Delete Credit
Confirm your intent to delete
⚠️ Important: Credits that are partially applied, or that were created as part of an overpayment, cannot be deleted. To delete these credits, you must first unapply the credit or edit the original payment.
🔄 Converting Credits to Refunds
If you need to refund the value of a credit to the client, credits can be converted to a refund from the Billing dashboard or the client's profile.
💡 Tip: If using DaySmart Payments, credit refunds are applied to the original credit card used for the payment. Refunds can also be processed directly in the card merchant portal. If not using DaySmart Payments, you will need the card present and process the refund through your payment method.
Navigate to the applicable credit (via the Billing dashboard or the client's profile)
Click the gear icon for that credit and select Convert to Refund
Complete the form that appears and click Save
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can a credit created on an invoice be used on a different invoice?
Click the arrow to see the answer
Click the arrow to see the answer
A credit created on an invoice is applied to that invoice by default. However, it can be unapplied and then used on another open or locked invoice for the same client.
Why can't I delete a credit?
Click the arrow to see the answer
Click the arrow to see the answer
Credits that are partially applied or were created from an overpayment cannot be deleted. You must first unapply the credit or edit the original payment before deletion is possible.
Are credits automatically applied during checkout?
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Click the arrow to see the answer
Yes. When checking out an appointment, any available credits for the client will automatically display in the Credits field.