ManageCasa gives you the ability to give your users credit to be applied to charges. If a user has an opening balance and has credit for their account, you can apply this credit manually to a charge in your accounting log.
However, there is a way to automate credit transactions. When a charge is created, you can have ManageCasa automatically apply any credit a user has to that charge. Charges that are the oldest get first priority when credit is automatically applied, followed by newer charges. This means that if a user has multiple open charges, the credit will be applied to the oldest one first.
How to enable "Auto Credit Transactions" setting
- Click on the gear icon in the left menu and select Settings
- Select Account Settings
- Click Show for the "General Settings" section
- Select On for Auto Credit Transactions
- Click Update to save your changes