Stop leaving credits stranded on completed projects. The payment system now lets you apply advances and credits flexibly across all projects under the same customer.
When you select a customer in Receive Payments, the system automatically pulls in available advances and credits from all their active and completed projects. You can now allocate any credit to whichever project invoice needs it — instantly, without workarounds.
Before: Credits stuck on completed projects were difficult to reuse, often requiring manual journal entries or workarounds.
Now: Full flexibility to match credits with the invoices that need them, improving cash flow and payment accuracy.
This is how payments should work — simple, flexible, and built for how your business actually operates.