Credit

How to manually add a credit to a customer's account.

You can use the ledger to apply credits to customers. If a customer's balance is $0 before you enter a payment on their account, then the amount paid will be applied to their next invoice. For example, if their balance is zero and you apply a payment of $100, then $100 will be credited against their next invoice.

To add credit in the ledger

1. If the side menu is not visible, click .

2. In the side menu, click Finance, then click Ledgers.

3. Click Add payment.

4. Complete the payment details (select the customer and specify the payment amount, payment method, and so on).

5. If the customer balance was zero before you applied the payment, the payment amount will be credited to their next invoice.

How to add payment or credit to a customer's ledger