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Adding a Credit to an Individual’s Account
Adding a Credit to an Individual’s Account
Updated over a week ago

A credit may be added to an Individual account for multiple reasons including billing error, general error, refund, scholarship etc. Once a credit has been added to an Individual’s account it is possible to apply the credit towards an unpaid invoice or debit if required.

How to Add a Credit to an Individual Account

To add a credit to an Individual’s (client’s) account follow the instructions below:

  1. Click Add Credit.

  2. Select Type.

  3. Enter a Transaction Date.

  4. Enter a Check No if applicable.

  5. Enter a Description if applicable.

  6. Enter the Amount.

  7. Select an Issued at Site if different from the default.

  8. Click Save.

Once the credit has been added to the Individual account, you will be taken to the Credit Note page.

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