When a user pays more for an invoice than is specified, or if their invoice was edited to have a lesser amount than what they initially paid, credit will be created. This will be indicated by a negative amount reflected on the invoice. Any credit generated can be attributed to a future invoice to help pay for the charges due.
Note: Optix does not handle refunds. If a credit is created for a user that they don’t intend on applying to a future invoice, you will have to go into your payment gateway and manually refund their account. |
Credit can either be automatically applied to an invoice or can be applied manually by an administrator.
To turn the automatic application of credit setting on or off:
Click Settings in the left hand menu
Navigate to Invoicing
Toggle the setting 'Apply available credit when invoices are finalized' on or off
Note: This setting does not affect credit application when manually finalizing invoices. |
Need more info on Invoices?