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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 this week

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.

NOTE: Credits added to an account or added to current or paid invoices are account credits that are paid on invoices as they come due. Credits cannot be specified to go toward specific enrollees or enrollments.

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