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Tech Tip Tuesday – Client Credits

July 11, 2023

Welcome to Tech Tip Tuesday!

Happy Tech Tip Tuesday! Today, I’m showing you how to create and apply Client Credits. 
 
Client Credits are an easy way to track and manage credits that are owed to your clients. This can include retainers, prepaid blocks of hours, credits for returns and cancellations, and refunds. Using Client Credits can help you improve your financial management, streamline your billing process, and uplevel your customer service. 
 
Client Credits can also help you build trust with your clients and help you avoid disputes. Having a clear record of credits eliminates confusion and makes your client’s financial obligations clear.
 
Pro Tip: Don’t forget that you will need to explain the Client Credit system to your clients. This includes explaining how credits work, how they can be used, and how they can be tracked. Clients can see a clear overview of their credit balance, so walking them through it will help them understand their financial obligations and avoid any surprises.

Got something you’d like to see us cover in a future Tech Tip Tuesday? Then be sure to head over to our Facebook Group, Mydoma Studio Designers, and let us know!

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Written by Dixie willard

Dixie Willard is an NCIDQ-certified residential interior designer approaching 20 years of experience. Her background includes commercial interior design at an architecture firm, space planning and styling at a high-end furniture store, e-design, and running her own firm. Because many of her projects involved clients who lived out of state until their home was finished, she’s had extensive experience working with clients remotely through Mydoma and video conferencing.

A Mydoma user since pretty much day one, Dixie also now works at Mydoma as our Product Manager, helping guide the team to create even more amazing features and improvements.

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