Add a Credit to an Account

You can add credit to a client's account without assigning the credit to an invoice.

  1. In the Invoices module, click the New Payment button directly under the tab title. The Payment Details window appears.

    2.  

  2. Enter the amount to Credit into Payment Amount.
  3. Select the Payment Method.
  4. If you are adding credit to the account and there are no invoices to be paid, you will receive the message below. 

  5. Click Ok to continue.
  6. If you are also paying an invoice, the Invoice Selector will appear.
  7. Select the invoice and click OK.
  8. Initially, you will receive a warning that your invoice doesn't balance.

    9. Enter the amount of credit you are adding to the account into the Credit field.  This should now balance with the payment amount.

  9. Click Save.

    10. The account will now show a positive balance.