Auto-apply credit notes

Overview

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.

Setup the auto-apply rule

The auto-apply rule can be configured at the booking level, it defaults to enabled.

When 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.

When Disabled

• 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.