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Post Credits

Post a general credit on an individual Account or in bulk

Caroline Hilton avatar
Written by Caroline Hilton
Updated over 3 months ago

Select the + icon next to the Invoice Tab on the left-hand side of your screen, then select "Post Credit" and follow the steps below.

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 Accounts, click Next.

Step 2 - Post Credits

Enter the credit total you would like to post beside each Account.

Click Next to continue.

Step 3 - Setup Transaction

Enter the following information:

  • Classification (your company name)

  • Public comment (comments the customer can view)

  • Private comment (office-only comments)

Select the Discount/Credit Item from the list (or create a new Discount Item).

Select "post." If the new credit was successfully posted, you will see a green checkmark.

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