Client credit balance
Keep a credit ledger per client, such as referral credit, and apply or remove credit on an invoice.
The problem it solves
Credits promised to clients are forgotten when they are not recorded.
How it works
- Credit is recorded on the client's ledger.
- Apply it to an invoice.
- Remove it if it was applied in error.
What your practice gets
- Promised credits are honoured.
- A clear balance per client.
- Applied at invoice time.
Questions accountants ask
Can I see a client's credit history?
Yes. There is a ledger per client.
Can credit be removed from an invoice?
Yes.
What creates credit?
For example, referral credits.
Related features
Features that work alongside client credit balance.
Referral management
Review, approve, convert, reject or reverse client referrals and see referral statistics.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoBilling housekeeping in the background
Quotes expire on time, staff are told when invoices are paid, and card payments are reconciled automatically in the background.
Invoice emails and payment reminders
Email invoices from templates with a preview, and send payment reminders without writing each email.
Payments and credits
Record payments, apply and unapply credits, use custom payment methods and apply credit notes to invoices.
VideoVoid and reverse invoices
Void one invoice or many, and reverse invoices that have been posted, keeping a record of the correction.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.