In this tutorial, you'll learn how to apply a credit to a client’s account in Firm360, ensuring accurate billing and account adjustments.
Key Topics Covered:
When to Apply a Credit – Common scenarios where client credits are used (e.g., overpayments, adjustments, or discounts).
Locating Client Credits – How to find existing credits available for use.
Applying the Credit to an Invoice – Step-by-step process to allocate a credit toward an outstanding balance.
Tracking Credit Usage – How to verify applied credits in client records and financial reports.
By the end of this video, you'll know how to efficiently manage client credits in Firm360, improving billing accuracy and customer satisfaction.