Can I add credits to existing invoices?

Closed Invoices

Credits cannot be retroactively applied to any invoice that has been paid. We recommend ensuring that any required credit adjustment or coupon discount is set in place prior to invoicing the customer to ensure that they receive the intended pricing.

If an invoice has been billed incorrectly and collected, you can issue a refund either full or partial to ensure that the customer is only billed the correct amount. If the the invoice is past-due you can stop collection on the invoice to mark it as failed and create a new one-time invoice to collect on the correct owed amount if needed.

Past-due or Pending Invoices

Credit can be applied to a past-due invoice by selecting Apply to Invoice Balance when viewing the invoice in the admin UI:

Or via one of the following endpoints:

API V3

• GET https://recurly.com/developers/api/v2021-02-25/index.html#operation/get_account_balance
• PUT https://recurly.com/developers/api/v2021-02-25/index.html#operation/apply_credit_balance

API V2

• GET https://recurly.com/developers/api-v2/v2.29/index.html#operation/lookupAccountBalance
• PUT https://recurly.com/developers/api-v2/v2.29/index.html#operation/applyCreditBalance

Resources

• 11/29/22 Added API V3 and API V2 support to be able to apply account balances to past due invoices: https://docs.recurly.com/docs/changelog#november