Managing credits and updating invoices in Storesync is straightforward.
This guide provides step-by-step instructions for viewing remaining credits and generating updated invoices.
Viewing and Managing Credits
CRM
To see the remaining credit after a payment been applied:
Open the customer’s contact in the CRM
Select "Credits" on the horizontal tabs
For a detailed history of how credits were used, go to the Credits section in the CRM module and view the credit history via the 3 vertical dots.
Agreement
Navigate to the Agreements > Payments tab. Here, you can view invoices and how credits have been applied.
Updating and Generating Invoices
If an invoice is partially paid and you need to generate an updated invoice showing the remaining balance:
Open the relevant invoice in Storesync
Click Send Invoice. The system will automatically generate an updated version of the invoice that reflects the updated remaining balance due
By following these steps, you can efficiently manage credits and ensure invoices are up-to-date in Storesync.
Need help?
Contact Storesync support at [email protected] or call 1300 786 914.
Live chat is also available from your Storesync dashboard.