Client Credits

Client paid too much? Owe them a discount? Give them a credit. hrglass keeps track of it and offers it the next time you invoice them.

Add a Credit

Open the Client.
On the Credits card, click Add.
Enter the Amount.
Enter a Reason, like Overpayment on Invoice 1042. Your Client sees this on the Invoice.
Pick a Source: Manual, Overpayment, Refund or Discount. This is for your records.
Pick a Project if the credit is for one. Leave it on Client-level (any project) if not.
Click Add Credit.

The credit shows up as Available Credit on the Client’s page.

When you create an Invoice from tracked work for a Client who has credit, hrglass asks if you want to use it.

In Apply Client Credits, every available credit is checked and set to its full amount.
Uncheck any credit you want to save for later.
To use only part of a credit, change the amount next to Apply:.
Click Apply. The button shows the total, like Apply $150.00 Credit.

Each credit becomes its own line on the Invoice, like Credit: Overpayment on Invoice 1042, and comes off the total.

Not using credit this time? Click Skip Credits. It stays on the Client for next time.

Invoices you start from scratch don’t ask about credits.

On the Client’s page, open Credit History on the Credits card. For each credit you’ll see:

Deleted an unpaid Invoice that used credit? The credit goes back to the Client, ready for the next Invoice. Credit on a paid Invoice stays used.

Restore the Invoice from Deleted Items and the credit is applied again, as much as the Client still has.

If some of the credit is already used, the amount can’t go below what’s been applied. hrglass shows the minimum.