How to automatically apply credit memos to the customer's settings(During Auto processing only)

Modified on Wed, 5 Jun at 9:56 AM


You can automatically apply credit memos to your customer's invoices during Auto Processing ONLY. Follow the steps below to enable this at a customer level. 


Note: Credit memos do sync to Benji Pays however they are currently not visible in the User Interface at this time.




Step 1: Click on "Customers" and search for your customer in the search box. 









Step 2: Click on the "Gear Icon" to the right of the customer's name.







Step 3: Scroll down until you see "Apply Credit Memos". Toggle the switch on to allow credit memos to be automatically applied to a customer's invoice when they are set up for Auto processing. Click "Save".




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