Add Credits to Client Account

How to add credits to a client?

The Add Credits function allows you to top up a client's balance directly from the Clients section. This is useful for handling prepayments, manual adjustments, or compensations for specific clients.

Adding credits ensures that clients can continue sending messages without interruption due to insufficient funds. You can also leave comments for transparency and accounting purposes.

To add credits to a client account you need:

Step 1: Open the Clients page

In the Clients list, choose the desired client -

Step 2: click the Add Credits icon  in the Actions column.

On the opened Payments page -

Step 3: Fill in payment details the following information:

• Amount — specify the top-up sum.

• Status — mark as Paid (default) or keep Unpaid if pending.

• Payment Type — select how the payment was made (e.g., Cash, Bank Transfer).

• Pay Date — set the transaction date.

• Invoice — link the credit to an existing invoice, if applicable.

• Comments — optionally add a note to describe the reason or source of the credit.

Step 4: Click button to create a payment or click button to return to the Payment page.

Another option for a payment adding you can find in this article: Payments – Overview & Tutorial