Add a Customer Credit
A credit can be applied to a customer account other than for return of product from an order. You may want to credit the customer for a partial refund or a deposit for future transactions. Both examples are provided in demo below.
To apply a customer credit;
- view
customer account
- select Credit tab
- Add a Memo and Related Document #
- Select a Receivable GL Account and add the pre-tax amount
- If credit is non taxable then clear the tax amount and click Submit
The credits will appear in the customer's receivables to be applied against future transactions.
Interactive Demo: Add a Customer Credit
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