Client Accounts with Available Credit
Client Accounts with Available Credit
Use the Account with Available Credit form to find client accounts that have a positive credit balance. This is especially useful when a client cancels services and remaining credits may need to be reimbursed per policy.
Purpose
- Identify clients with unapplied credits.
- Prioritize follow-up actions: apply to open invoices or process reimbursement.
How to use
- Open the form and run a search to list client accounts with credit balances.
- Review key details (client, credit amount, last activity).
Take the appropriate action per your workflow:
- Apply credits to outstanding invoices (via your standard Payment Posting process).
- Initiate reimbursement for clients who have canceled services.
- Add internal notes and retain documentation for audit.
Best practices
- Verify the source of the credit (overpayment, adjustment, reversal) before acting.
- Follow approval and documentation requirements for refunds.
- Reconcile credits regularly to prevent aging credit balances and client dissatisfaction.
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