Automatically apply credits

[FolkLondon]

I found a feature request for this raised in 2010 but it had been closed

Apply account credit to new invoices automatically

Hi there, I register client payments through the API for recurring invoices, so in scenarios where the client has credit on their account, I want to ensure that they don’t get charged the full recurring invoice price, but rather only the price minus any credit on their account (and, of course, applying the credit to that invoice). I can’t find how I’d be able to do this without manually going into the Quickfile dashboard and clicking through the “Make Payment -> Apply credit” interface - can so…

This is an issue that crops up from time to time with us regarding overpayment or early payment of recurring invoices. It is a minor, if irritating, overhead in our internal procedures but there is a serious risk to customer goodwill as invoices may go out showing that too much is outstanding.

[curtispf]

Not quite 2010 - June 10th of this year But yes, it’d be nice to have.