Client credits

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Client credits represent amounts the client has available to apply to future invoices (e.g., overpayments or adjustments).

How credits work
  • Credits are stored as a ledger (adds and spends).
  • Applying a credit creates a credit application against a specific invoice.
  • A credit application reduces the invoice’s effective balance due.
Common credit sources
  • Overpayments on invoices (automatic credit creation).
  • Manual credit entries (manager/admin workflows).
  • Refund allocation (if your refund logic converts part of a prior payment into credit).
Auditability
Credits should never be edited “in place”. Use ledger entries so the audit log stays intact.