A new "Credits" feature has also been added to the Billing page alongside Invoices. However, only Gift Cards and Prepayments show up here. All other credits will show up on the Invoice they are added to.
Click on this to view credits (Gift Cards or Prepayments) on that Customer's Account. Admins will be able to edit or delete any of these Credits. Select the pencil icon to edit any of these Credits.
You can also post a Credit by using the plus button on the left sidebar beside Invoices.
Click "Post Credit" from the menu. The following are the steps on how to post a Credit for one or more Accounts:
Step 1 - Search for Account(s)
A new window will open where you can search the Account(s). You have the option to post a Credit for one Account or you can add another Account by selecting "Add another Account":
After adding all the Accounts, click Next.
Step 2 - Post Credits
Enter the credit amounts beside each Account or select the button "$ Set all to..." to enter one amount for all Accounts listed.
Click Next to continue.
Step 3 - Setup Transaction
Under this section, you can choose to post a Credit along with the Invoice by clicking the box beside "Post Credit."
Enter the following information:
Classification (your company name)
Public comment (comments here the customer can view)
Private comment (comments here are office-only comments)
Select the Discount/Credit Item from the list (or create a new Discount Item).
Step 4 - Result Page
The next page will give you the results of the post. If the post works, it will show a green checkmark.
