How Customer Balances and Credits Work
Track receivables, credits, and adjustments without losing invoice-level traceability.
Balance behavior
Customer balance updates after invoice issuance, payment allocation, debit notes, and credit notes.
Credit handling
Use credit notes for returns or commercial adjustments instead of editing closed invoices.
Control point
Set credit limits and approval thresholds for sales users to avoid uncontrolled exposure.
Next steps
After this workflow is configured, align teams on role permissions and reporting cadence.