There may be times where you want to make a note of a charge or a credit for a client but you don't want to include the charge or credit on an invoice just yet.
The easiest way to take note of this is to add a charge or a credit as an un-invoiced item on the client's Payments & Invoices tab. The un-invoiced charges and credits table will keep track of all of these items and you can either combine them to create an invoice later or add them to an existing invoice.
This documentation will go through how to -
If you still have questions on adding or managing un-invoiced charges from a client's payments tab after reading through this documentation, please reach out to our support team and let us know.
To add an un-invoiced charge, go to a client's profile and click on the Payments & Invoices tab and you will see at the top of the page a list of the un-invoiced credits and charges for that client -
Click on the green Add Charge button -
This will pull up a small window where you can add in the details for the charge you want to associate with this client -
As you enter information into these fields you will see the Total field change automatically to reflect how much the unit cost times the quantity adds up to minus whatever discount gets applied. We do not tally the tax amount until the charge is added as a line item to the invoice (this amount will be calculated based on your business's tax rate as defined under Payments > Payment Settings).
Once you've filled in at least the required fields (Description, Unit Cost and Quantity), you can click on the green Add Charge(s) button and you'll see your clients un-invoiced charges and credits list update with the new charges -
You can now make changes to this un-invoiced charge using the blue Edit button at the end of the row or you can delete it from the client's profile entirely by clicking on the red Delete button.
You could also select the checkbox to the left of the charge (and any other charges listed here) to create an invoice from those items. Alternatively, you could click into one of the clients existing Open invoices and use the add line item option to add the charges to the invoice.
To add a credit for a client, navigate to the Payments tab of their Client Profile and click on the yellow Add Credit button at the top of the Payments & Invoices tab -
This will bring up a small window where you can add in a description of the credit, the credit amount and the quantity for that credit. In this example, let's say we're giving Avery a $15 credit because she referred a new client - Giada Necci - to us. In the add new credit window I'll insert a description that this is a "Referral credit for Giada Necci", that the cost for the credit is $15 and the quantity is 1 (since she only referred 1 client) -
Once this information gets typed in, the total will tally up. So long as you have the required fields filled in, you can click on the yellow Add Credit(s) button at any time to include the credits on the clients profile.
Once the credit has been added to the client's profile, you can use the blue Edit button to make changes to the credit's value. You can also use the red Delete button if you entered the credit in error and want to remove it from the client's record -
At this point, you could also select the checkbox to the left of the credit (and any other credits/charges listed here) to create an invoice from those items. Alternatively, you could click into one of the client's existing Open invoices and use the add line item option to add the credits to the invoice.