Customer Credit

Customer credit is recorded when a customer returns a product with option A, but you can also manually enter a customer credit.

Manually Enter, Edit or Delete Credit

Go to the Customers tab, click the name of the customer you would like to enter the credit for. When the profile page opens enter or edit the amount in the Credit Balance field. You can also delete the credit if it no longer applies. After making changes to the Credit Balance field, click Save Information.

Apply Credit

When creating an invoice for a customer with a credit, the available credit will appear beside the Customer Credit Field. To apply the credit up to the available credit balance amount, enter the amount you want to use in the Customer Credit payment field.

After the credit payment is entered the remaining Credit Balance will be updated.

If you do not want to use the entire credit balance just enter the amount you would like to use for the invoice. The balance will update accordingly.