Automatically Allocating Credits Appropriately

Do you want your credits to go towards costs first, or services, or interest? Even better, do you want to ensure this is done consistently every time within your firm.

Easily applying credits towards bills on a matter in a very specific way, while using various different accounts relevant to each type of item on the bill is exactly what you can do now. You can configure it once and sit back knowing your credits moving forward will be applied in the right order every single time.