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 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.

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 or the amount due on the invoice just click Apply.

After applying the credit the payment will be entered and the Customer 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.