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.