How to I set up my account to automatically apply credit to transactions?

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

1. Click on the gear icon in the left menu and select Settings
2. Select Account Settings
3. Click Show for the "General Settings" section
4. Select On for Auto Credit Transactions
   
5. Click Update to save your changes