SettleWiseCredits & ExceptionsCredit creation
CR-02Keep the money as credit

Roll over a cancelled deposit

The client cancelled but wants to keep what they paid for next season.

Track

Credit creation

Phase

Keep the money as credit

Starts with

Paid program cancelled

Ends with

Credit for next season

Roll over a test invoice that has a deposit paid.

Before you start

Sign in as
Accounting or owner
Starting state
An invoice with the deposit paid

Run the scenario

  1. 1AccountingSettleWise · Invoices · invoice detail

    Click Create Credit Memo, choose Rollover deposit as customer credit, add a reason, and confirm.

    Expected evidence

    The timeline shows Credit Memo Created and the client gains available credit.

Scenario completed

Credit for next season

Paid amount
Paying a cancelled program→Available credit

If it does not match

  • If rollover is not offered, the invoice has no payments; void it instead.