Credits List - Add Credit

You can add a Credit directly from the Credits List. To do this, use the following steps:

  1. Go to Accounting > Credits.
  2. Click Add Credit or go to Actions > Add Credit. This will open the Add Credit overlay:


  3. Select a Client from the dropdown list.
  4. The Date will default to the current date. You can change it if needed.
  5. Enter a Reference #. This field is required. 
  6. To enter the amount of the Credit, click Add Line Item
  7. Select an item Name then enter the rate. When you leave the rate field, the amount on the credit will update.
  8. Click Save
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