Apply credits to charges

Unapplied credits lists all account-specific unapplied credits on the left of the page and open charges tied to an account on the right, streamlining the process of applying credits to charges.

To apply credits to charges:

1. Select a charge on the left side of the page.

2. Toggle a charge for credit application by selecting an empty checkbox.

3. Enter an application amount under Apply this credit.

4. Repeat steps 2 and 3 until you either run out of charges or total the Amount of the unapplied credit.

5. Select Apply Credit.

Select Hide credits without available charges to produce a focused list of unapplied credits to act upon.