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credit refund How to manually add a credit or a refund-credit toward a client's account

turner2f posted a topic in Contribute

Thank you Paul for this tip... If you want to manually add a "credit" or a "refund-credit" into a client's account that they can use toward a bill or a future purchase -AND- that will not automatically be applied to any existing invoices then you should: STEP 1 - Go to Settings > Company > Billing/Payment. Uncheck and save "Automatically apply loose credits". You may need to do this under Settings > Company > Client Groups also, if your Client Group settings are overriding your Company Settings. STEP 2 - On the client profile page, under "Account Actions" - - > click "Record Payment" - - > Enter the amount - - > select "In House Credit" - - > and DO NOT select any existing invoices that may be displayed.

credit refund How to manually add a credit or a refund-credit toward a client's account