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, the $50.00 credit was not allocated to any overdue invoices, so the customer remains in poor standing, and their account is suspended.

You can go back at any time and allocate available credit to an invoice by clicking the Allocate Available Credit button on the Credit page:

Once you have allocated the $50 credit to the overdue invoice, the customer is returned to Good standing, and their service is Active.