Add a Customer Credit

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;
  1. view  customer account
  2. select Credit tab
  3. Add a Memo and Related Document #
  4. Select a Receivable GL Account and add the pre-tax amount
  5. 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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