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A credit grant gives a customer a balance of credit that is automatically applied to their future invoices. This is useful for goodwill gestures, account credit or compensation. Credit grants are managed from the customer’s record.

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Create a credit grant

To create a credit grant, follow these steps:
  1. Navigate to the customer you want to credit.
  2. In the Credit grants section, click New.
  3. Enter a Name. This is displayed to the customer.
  4. Enter the Amount and select the Currency.
  5. Optionally expand Advanced options to restrict how the credit can be used:
    • Restrict to invoice item type: limit the credit to a specific item type, such as Rent.
    • Max credit per invoice item: cap the amount of credit that can be applied to any single invoice item.
  6. Click Create.

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How credit grants are applied

Once created, an active credit grant is applied automatically to the customer’s invoices, reducing the amount they owe, until the credit is used up or the grant is voided. Any restrictions you set control which invoice items the credit can be applied to.
When you issue a credit note on a paid invoice, you can return the amount to the customer as a credit grant.

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Rename a credit grant

To rename a credit grant, follow these steps:
  1. Navigate to the customer’s Credit grants section.
  2. Use the credit grant’s and select Update.
  3. Change the Name and save your changes.

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Void a credit grant

Voiding a credit grant removes its remaining credit so it is no longer applied to invoices. You can only void a grant while it is active. To void a credit grant, follow these steps:
  1. Navigate to the customer’s Credit grants section.
  2. Use the credit grant’s and select Void.