credit management

[hpno]

I am trying to find out a way to manage credit in my clients, but it seems that I am lost. Is that something not available in Blesta yet? Or am I missing any setting?

Thanks.

[Paul]

10 hours ago, phamhung said:

I am trying to find out a way to manage credit in my clients, but it seems that I am lost. Is that something not available in Blesta yet? Or am I missing any setting?

Thanks.

Manage credit how? As in, account credits?

You can create account credits by clicking Record Payment under Actions on a Client Profile page. For Payment Type, select "In House Credit". Credits will automatically be applied to open invoices, starting with the oldest when the cron runs, unless you disable this under Settings > Company > Billing/Payment > "Automatically Apply Loose Credits".

Over payments, or one time payments not applied to a specific invoice will be issued as credits also.

Edit: Credits are basically the sum of unapplied transactions.