How to check credit amount in SF?

To check if the client has extra amount on their account in SF. and this amount can be allocated into another renewal invoices follow the steps below:

Steps to Check Credit Balance in Salesforce

1. Go to Salesforce

2. Navigate to the Account level of the client

3. Open Related Quick Links

4. Select Payments

5. Locate the relevant Bank Transfer payment

6. Check the “Balance” column

How to Interpret the Balance Column

• Balance > 0

  • This amount is not allocated to any invoice yet

  • It represents an extra credit amount on the client’s account

  • This amount can be allocated to upcoming renewal invoices

• Balance = 0

  • The payment has been fully allocated

  • No remaining credit is available