Customer Credits

Modified on Wed, 31 May 2023 at 09:41 PM

Navigate: Customers->Customer List->Customer Name->Payment->Customer Credit

You can record a credit for a customer or a payment made on the customer credits.

Here you can do two things:

1. Assign credit to a customer account. This can be to handle instances such as giving the customer a referral discount

2. Manually record a payment not associated with an invoice.

The main list shows credits that are available for customers as well as you can add new credits. 

You can click on +Add Credit button to add a new credit. This will bring up the Add Credit form. Here just fill in the details and click on Save to save the credit for the customer.

 Using Credits

Credits will be automatically applied when a new invoice is created.

Manually use credits

If you want to apply credits to an invoice that has been already created you can manually apply credits to it. Go to the Invoice and select to Record Payment for it. In the dialog box that open to record payment you will see a button to use the credits. Credits are applied one at a time. So if you have multiple credits in the system the steps have to repeated. 



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