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


    • Related Articles

    • Add a Customer

      A customer can be added from Data > Customers or from a POS, Quote, or Work Order. Click on the + symbol to add a new customer. In the banner of the Customer window, add the Customer # and Customer Name. In the Details Tab, add contact information. ...
    • Customer Charge Account / Credit Limit

      Adding a credit limit to a customer account allows the customer to purchase products or services on credit. Customer credit can be enabled by editing the Customer Account and adding a credit limit. This will add the following option when tendering an ...
    • Giving a Supplier Credit

      Giving a Supplier Credit In the left menu select “Data”. Click “Suppliers” and locate the supplier and double click to open the supplier’s details.  On the left click the “Credit” tab and then depending on the type of credit that you want to add to ...
    • Enforce Credit Limit

      When Enforce Credit Limit is enabled in Settings > Finance Settings, sales events with inventory movement will be validated against the customers available credit. These would generally include POS, Delivery, and also the ability to procure products ...
    • Add a Supplier

      A customer can be added from Data > Suppliers or from a Purchase Order. Click on the + symbol to add a new supplier. In the banner of the Supplier window, add the Supplier # and Supplier Name. In the Details Tab, add contact information.