The Module builds a list of recommended clients for which a payment should be allocated to, and once you have set this up, it remembers the reference and all future payments are automatically allocated towards the client's profile. This means you no longer have to manually allocate credit to clients and when clients pay it gets allocated as soon as it reflects no matter what time of day!
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The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.
Synchronise your invoices, Contacts, Products and Payments with Xero
Integrate your financial data stored in WHMCS into QuickBooks Online.
Automatically transfer your billing & transaction history to KashFlow
Payment Gateway Fees
Avoid sending notifications or creation of 0€ Invoices