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 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 Optix. Credit is automatically generated by Optix when a user or team when a plan or booking is cancelled. When credit is automatically generated in Optix, the credit line item will always be added to the User’s or Team’s pending invoice.
Note: Both Plan and Booking credits may appear on the invoices even when the original charges have not been paid yet. |
You’re able to move a credit line item from a pending invoice to a specific upcoming/due/overdue invoice, by first removing the credit line item from the pending invoice, and then assigning the credit to the desired invoice.
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