How can my customers use their credit balance?
Your customers have the convenience of easily keeping track of their account credits from their Thrive4 account and can choose how much of the available credit to use towards an outstanding invoice
In most instances, available credit will be used against invoices automatically when they are raised. Credit can only be managed by users if an invoice is raised for a product that has the ‘Collect payments automatically’ setting disabled, or when they have existing outstanding invoices.
When a customer is ready to settle an outstanding invoice, they have the option to use their account credit to partially or fully pay the amount due.