Auto-apply credit notes
Last updated
Last updated
The Auto-Apply Credit Notes setting determines whether available credit notes under a billing owner’s account should be automatically applied to invoices when auto-pay is enabled on a booking. When enabled, this feature helps streamline billing by using any available credits before charging the customer's default payment method.
The auto-apply rule can be configured at the booking level, it defaults to enabled.
Credit notes belonging to the billing owner are automatically applied to the first invoice or to recurring invoices of the booking at the time of auto-payment.
If the credit notes do not cover the full invoice amount, the remaining balance will be charged to the default payment method.
Ensures minimal manual intervention in applying credits.
No credit notes are applied automatically.
The full invoice amount will be charged to the default payment method when auto-pay is triggered.
Credit notes can still be applied manually if needed.
