Transactions - Managing Credits

Adding or removing Credits.

Adding credit 

• Navigate to the Customer
• Select the Transactions tab
• Select Add Credit 

• Change the Credit Date - if required
• Enter the Amount 
• Select a Reason from the dropdown
• Add any additional Notes
  • The customer can see these notes attached to the credit  
• Click Add Credit

Deleting a Credit

• Navigate to the Customer
• Select the Transactions tab
• Click Delete against the relevant credit

• Click Continue

• The credit will now be removed, and their balance will be updated.