Can I Apply Credits to an Invoice After It Has Been Created?

Whether you can apply credits to an invoice depends on its current status. Credits cannot be retroactively applied to invoices that have already been paid, but they can be applied to invoices that are still open.

For Closed or Paid Invoices: Credits cannot be retroactively applied to any invoice that has already been paid. We recommend ensuring that any required credit adjustments or coupon discounts are in place before invoicing the customer to ensure they receive the intended pricing.

If an invoice has been billed incorrectly and has already been paid, you can:

• Issue a full or partial refund to ensure the customer is only billed the correct amount.

• If the invoice is past-due and has not been collected, you can stop collection on the invoice to mark it as failed and then create a new one-time invoice to collect the correct owed amount if needed.

For Past-Due or Pending Invoices: Credits can be applied to an invoice that is in a past-due or pending state. To do this, simply select "Apply to Invoice Balance" when viewing the invoice in the Recurly Admin Console or via the Recurly API.