Credit accounts or prepayments are usually used when the client wants to deposit money as credit which will be spent later on. You can use credit on all categories or you can choose only the required ones.

Creating the credit account is the same like issuing the invoice except one difference in second step of inovicing.

1. go to Finance section -> Outgoing Invoices -> New invoice or start directly from specific project
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2. in first step of invoicing fill in all the required data and proceed to the second step

3. Instead of selecting the budget items, you need to click on the "+Add prepayment" button and then select "Choose credit account > New credit account > Enter the amount and name"

4. Continue with the regular invoice creation process (enter dates, items, etc.). The invoice will be displayed in the Outgoing invoices section and also in the Credit accounts list

There are two options how to transfer the credit:

1. In the Project detail, select the budget item for which you want to use the credit and click on already invoiced amount.

2. Click on the button "Get credit."

3. Select the Credit account and enter the desired amount

4. After using the credit, the invoiced amount of budget item will be updated and increased by the value drawn from the Credit account

1. go to Finance section -> Credit accounts

2. click on required credit account title

3. Click on "Transfer credit" button in upper right corner

4. Choose option "Transfer to Project" and select required Project and budget item

5. Insert the amount

1. go to Finance section -> Credit accounts

2. click on required credit account title

3. Click on "Transfer credit" button in upper right corner

4. Choose option "Transfer to credit account"

5. Select required Credit account and insert the amount

If you wish to return the credit, click on invoiced amount of given budget item and select the "Return credit" option. Insert the amount and click on Return button.

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