Unallocated Credit refers to money that has been paid into a Client’s account but hasn’t yet been linked to any specific charges - such as Invoices, Credit Requests, or Ad Hoc Charges.
This credit sits in the Client’s balance and can be manually applied to outstanding items when needed. You’ll often see the Pay from Credit option on unpaid Invoices when unallocated funds are available.
Unallocated credit is useful for:
Clients who make general top-up payments in advance
Manually reconciling past transactions
Quickly settling outstanding charges without requiring a new payment
To apply unallocated credit, navigate to the relevant Invoice or charge and select Pay from Credit. This will automatically deduct the value from the Client’s available balance and mark the item as paid.