Add and applying Credit To a House Account

Modified on Wed, 06 Sep 2023 at 01:24 PM


Add and Removing Credit

If you wish to add a credit to a customer's House Account, you can fill in the New Credit Created field when applying a payment to add the credit to the House Account.

To remove a credit, simply click Select Refund button for the payment that added the credit to the account.

If you add in a credit incorrectly and wish to remove it, you must refund the payment.

Applying a Credit

On the House Account detail page, select Apply Payment and simply enter the total payment amount in for Total Payment. If a payment amount is entered that is in excess of what is outstanding, the remaining amount will fill in the 'Credit' field. Once the payment total shows it is distributed between unpaid invoices and 'Credit' as you wish, click Apply Payment. 

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