Customers2 min read
Track customer credits
Customer credits are amounts you owe back: a prepayment, an over-payment, or an unapplied credit note.
01Where credits come from
An over-payment on an invoice (customer paid more than the balance).
A standalone prepayment recorded against a customer.
A posted credit note that has not been applied to another invoice.
02Apply a credit to an invoice
- 1Open the customer's ledger.
- 2Find the credit row, click Apply.
- 3Pick one or more open invoices to consume the credit against.
- 4Save — the journal posts and the customer balance refreshes.
03Refund a credit
If the customer would rather get the money back, click Refund. BukuCloud books the bank payment and clears the credit.