Add A Credit

You can add a Credit to a Client Account either directly from the Client's Account or from the Credits List. The overlay is the same in each location but this article will show you the steps from a Client Account:

  1. Navigate to a Client Account.
  2. Click Add a Transaction.
  3. Select "Add a credit". 

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  4. In the Add Credit overlay, enter the Credit details, adding line items if you know how the Credit needs to be applied to Invoices. 

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  5. Click Save.

 

Once the credit is saved, there will be an option to apply the Credit to open Invoices.

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