Using a customer’s available balance to pay invoices in Kinnovis offers a quick and seamless way to manage payments - especially for customers who have credit on their accounts. This feature ensures that payments are processed efficiently and reduces the need for manual interventions.
Pay with Balance from the Invoice Detail Page
Steps:
Navigate to the Invoice Detail Page.
Click on Actions.
If the customer has enough credit to fully cover that invoice: Select Pay with Balance.
Pay with Balance from the Customer or Booking Detail Page
Steps:
Navigate to the Customer or Booking Detail Page.
Go to the Invoices table.
Select the open or past due invoice you want to settle with the customer credit balance.
Click the three dots menu under the Actions column.
Select "Pay with balance".
The system will:
Mark the invoice as paid.
Deduct the invoice amount from the customer’s balance.
Important Note: Invoices can only be paid with the customer balance if the balance is greater than the invoice amount. If the balance is lower, the option to pay with the balance will not be shown.