Credit refers to any invoice line item with a negative amount. If the total balance of an invoice is negative, then that invoice can be used as payment for other invoices for the same user/team. This is known in invoicing terms as a 'credit note'.
Note: Creating a credit note in Optix will not automatically refund a user or a team. You will need to do process your refund via your payment gateway. |
How is credit generated?
Credit can be manually generated by an admin or in some cases, is automatically created by the system. Credit is automatically generated by Optix when a user or team has paid for a plan or booking and subsequently cancelled.
Learn more about how credit is applied to an invoice in Optix.
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