Recent content by Feated

+1, this would be a useful feature. An "Automatic Credit Use" option (enabled/disabled per client or globally) would help prevent situations where customers have an unused credit balance while new invoices remain unpaid. It would also reduce manual work for admins who currently have to apply...

That’s a reasonable idea, and I can see why it would be attractive to have something like HubSpot-style CRM functionality built directly into ClientExec instead of relying on external integrations. That said, the trade-off usually comes down to scope. Once you start embedding full CRM features...