Create a Credit
Details how to create a customer credit.
Open Customer Credits Screen
In the accounting system, under Transactions > Accounts Receivable, select the Customer Credits option.
Select Customer
Select the customer that is to receive a credit.
Open Customer Select
Open the customer select screen by clicking the magnifying glass icon next to the Customer field.
Pick Customer
From the customer select screen, pick the customer to receive credit. You may use the search feature to quickly locate the correct customer.
Add Credits
Add credit items as either Items or against specific Invoices.
Add Credits Against an Invoice
Click on the Invoices Credit Type option to add a credit against an existing invoice.
Select an account to be debited in the Invoice Credit Account field. Credits applied will be removed from this account.
A list of open invoices will also be displayed. You may use the available filters and search feature to quickly find the invoice to be credited. Check off the invoices to be credited, and enter the amount to be credited in the Credit column.
Add Credits as Items
When a credit can't be added to a specific, add it as an item. First, select the Items Credit Type option.
Select an item to add using the Item field.
If necessary, change the value in the Amount field.
Click the Add as New Credit Item button.
Save or Post Credit
Click on the Save button to edit the Customer Credit at a later time or click on the Post button to finalize the credits and enter them into the ledger.