You can add a Credit for a Client directly from the Client's Account or from the Credits list. The Add Credit overlay is the same in each location.
To add a Credit from a Client Account, follow these steps:
- Navigate to a Client Account.
- Click Add a Transaction.
- Select Add a credit.
- Enter the Credit details in the Add Credit overlay.
Be sure to add line items if you know how the Credit needs to be applied to Invoices.
- Click Save.
Once the credit is saved, you'll have the option to apply the Credit to open Invoices.