1, A customer has overpaid on an invoice. :- Open invoice, apply correct amount without fees and a credit on the clients account is open.
:- Open invoice, apply paid amout (overpaid) and a credit is opened on clients account.
If you keep the credit on the clients account within the system:- Upon next invoice, open invoice, go to add payment window, go to credits window and apply credit to invoice. If a credit still exists you may need to do this upon further invoices.
REFUNDING THE CREDIT WITHIN WHMCS:-
- Go to the Client Summary of the client with the Credit
- Go to Actions section, click "Manage Credits"
- A popup window is displayed, click the Remove Credit
- Enter a reason for the record, the amount of credit to remove and "Save Changes"
- The credit is now removed from the clients balance