Add a Credit (Unapplied Payment) to a Client's Ledger

You can add a Client Credit by adding an unapplied payment. A payment number will be automatically created/assigned when you save the payment information. Adding this credit creates a positive balance on the Client's Ledger that you now will need to apply that unapplied payment to the appropriate invoice. 

1. Locate Client and open Client Profile.
2. Click Ledger in side menu and click appropriate tab to locate Invoice.
3. Click Accept Payment button.
   
    
4. Ensure that Client Payment is selected.
5. Enter Total Payment Amount, Payment Method, Payment Date & Payment Notes (optional).

   NOTE: A message displays to tell you payment has been accepted, but hasn't been applied to an Invoice. You can apply it to an Invoice if you want.

6. Click Save button.
   

You can either apply that credit (unapplied payment) to an Invoice, or you can leave it as a positive unapplied payment to apply to a future Invoice.

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