How to Add Credits to Customer Account

There are two ways to view and add Credits- through the Customers tab on their profile, or you can see a full list of Customers who have Credits at your facility through the Reports tab. 

To add a Credit to a customers account:

Go to Customers tab on left hand slide out menu -> select the account and go to Credit tab -> then Add Entry and enter in Credit detail.

To mark an invoice as paid with Credit balance:

Click on the booking -> Create an invoice.

At the bottom of the invoice, you will see the Credit balance and from here you can modify the amount and date.

Change the Payment Method to Credit Balance then click Add Payment, the Customers invoice will then show as paid with Credit Balance. 

Note: Remaining credit balance will automatically calculate for you.