Apply Credit Note Automatically

Apply Credit Note Automatically

We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it.

Here's an example for a Recurring Invoice...
If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied toward the balance of the invoice.
  1. If the credit is enough to cover the invoice balance, the invoice get marked as "paid" and the Credit Note gets updated accordingly.
  2. If the credit is not enough to cover the invoice balance, the remaining balance is paid off via the credit card. The Credit Note is marked as "closed"

      • Sticky Posts

      • Zoho Invoice Will Soon Discontinue Support for Older Browser Versions

        Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
      • Bulk Printing now available in Zoho Invoice

        Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma   
      • Introducing the iPhone App for Zoho Invoice

        Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head