Adding Credits to Customer Accounts

There are situations where you need to apply a credit to a customer's account that does not relate back to a specific invoice. To accomplish this, you apply a credit to the customer's account.

1. On the Customer Overview page, in the Financials section, click Add Credit.
2. On the Add Credit page, you can add the credit amount in the Amount field.
3. Optional: If there are outstanding/overdue invoices, select credit allocation to specific invoices.
4. Click Save.
   

Effects of Credits

The impact of the credit on your customer's record will depend on whether you allocated it to outstanding invoices or not. In the example below, a $100.00 credit was not allocated to any invoices.

You can allocate available credit to an invoice by clicking the Allocate Credit. You will return to the Credit page where you can select any outstanding invoices to allocate the credit to.