SettleWiseCredits & ExceptionsCredit use and transfer
CU-01Spend the credit

Apply credit to an invoice

The client already has credit. A new or open invoice should use it before asking for cash.

Track

Credit use and transfer

Phase

Spend the credit

Starts with

Credit and open invoice

Ends with

Credit applied

Use a client's credit on an open invoice.

Before you start

Sign in as
Accounting or owner
Starting state
A client with credit and an open invoice

Run the scenario

  1. 1AccountingSettleWise · Payments · Add Manual Payment

    Pick the invoice, tick Use available credit, enter $0 cash, and validate.

    Expected evidence

    The invoice balance drops by the credit and the client's credit goes down.

Scenario completed

Credit applied

Client credit
Available→Applied

If it does not match

  • If the option is missing, the credit is in another currency.