You can add a Credit directly from the Credits List. To do this, use the following steps:
- Go to Accounting > Credits.
- Click Add Credit or go to Actions > Add Credit. This will open the Add Credit overlay:
- Select a Client from the dropdown list.
- The Date will default to the current date. You can change it if needed.
- Enter a Reference #. This field is required.
- To enter the amount of the Credit, click Add Line Item.
- Select an item Name then enter the rate. When you leave the rate field, the amount on the credit will update.
- Click Save.