Applying Credit Balances

VALERIA VincentVALERIA Vincent Member Posts: 1

A client has a credit on a previous invoice. Is there a setting to forward the credit automatically to the next invoice?


  • CharlotteCharlotte Administrator Posts: 693 admin

    Hi Valeria! Wave doesn't have a system to carry forward balances, so you'd need to enter the new amount owing on a new invoice if you wanted to carry it forward, or resend the preexisting invoice to your customer.

    You could also indicate in the memo of the new invoice the amount owing for the previous invoice, and then split the payment you receive and allocate the appropriate amount to the other invoice.

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