Organization credits

Credit memos and unapplied payments

On the overview page, any outstanding credit memos or unapplied payments will be shown for the organization. This is a view only option and cannot be acted upon in the portal. To use/apply an available credit to an invoice, you will need to do so directly in the accounting package and then run a sync to update the portal. 

Security Permissions can restrict the viewing of credits on the customer portal. This is done under the Client profiles section "Can View Credits" option.

NOTE  We won't display "overage" type payments.