Manually Create A Customer Credit
| Document Version | v.4 |
|---|---|
| Document Last Updated | 7/30/23 |
| Software Version Documented | v.9.9.2 |
Manually Create A Customer Credit
This document will walk you through manually creating a customer credit.
Create Customer Credit
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To create a customer credit go to Accounting Manager -> Standalone Payment/Credit
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Alternatively, you can choose “Issue a store credit” from the Dashboard in the Navigation widget in newer versions of the software
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Select the customer you would like to create the credit for. You can use the type-ahead feature or the search feature.
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You can search for a job. This field is optional
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Make sure Transaction type is set to Customer Credit
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Next enter the Credit Amount you would like to credit the customer.
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You can also enter a comment. This field is optional
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Finally, Click on the Create Credit button then cancel
Check Customer Credit Status
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Go to Accounts -> Manage Accounts then search for the customer.
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One way to check the credit information is the overview screen
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You can also see the credit information on the Credit History tab.
