How to Add a Customer Credit

Overview

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A Customer Credit acts as "store currency" that stays within your ecosystem to be applied toward a customer’s future order(s). 

Instead of issuing a direct refund, credits allow you to resolve issues while ensuring the value remains with your business. This article explains how you can create a customer credit to be applied to an invoice at a later time. 

1. In the left menu, select Invoices
   
   
    
2. Then choose Receivables
   
   
    
3. Next, click Add New Receivable
   
    
4. Now, fill in the following fields
   1. Enter the Transaction #
   2. Select the Customer in the Customer Name dropdown
   3. Under Transaction Type, choose Credit
   4. Select the date (if needed)
   5. Enter the Credit amount
       
5. Now, Save your changes. 
   

Once your credit is saved you can apply it to an invoice at any time!