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  • What is Intervals?

    Intervals is online time, task and project management software built by and for web designers, developers and creatives. Learn more…

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Ways to use Intervals

How to carry over balances and credits on invoices

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    How do I get outstanding balances or credits/retainers to carry over to the next invoice?
    Thanks, Mary

    One option is to add a project credit (or debit) directly to the payments section within a project. We do this sometimes if a project has a slight credit or debit and then we start a new project with the same client. We issue a project credit for one project and debit the other. This handles it on the project level as opposed to the invoice level but it might be worth a look.
    Thanks. That is what I ended up doing. Just wondering if the system had an automatic carry over of balances unpaid (I bill monthly for maintenance clients.)

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