Transactions - Managing Credits

Adding or removing Credits.

Adding credit

  • Navigate to the Customer
  • Select the Transactions tab

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Select Add Credit

Add credit

  • Add the Amount of the credit
  • Add any relevant Notes  
  • Change the Credit Date if required
  • Click ADD CREDIT

Removing credit

  • Go into the transactions tab on the desired customer.
  • Find the relevant credit you wish to delete and press the delete button.

  • Press 'Continue'

  • The credit will now be removed.