To add credit to a customer's account, please follow the simple steps below:
1. Go to Customers, and select Customer Summary from the drop-down options.
The Customer Summary provides a single place to quickly locate and manage all the customer 's data and services.
It contains an overview of the customer 's details, quick links to all management actions as well as list of all vehicles, bookings, orders, invoices, quotes, credits, and transactions.
It contains an overview of the customer 's details, quick links to all management actions as well as list of all vehicles, bookings, orders, invoices, quotes, credits, and transactions.
2. Then, use the search box to find your customer.
You can search a customer by:
- customer ID
- customer's name
- customer's company name
3. Press the Manage Credits button from 'More Actions' column or simply press the Manage Credits tab.
4. On the right side of 'Manage Credits' page, press the green + Add Credit button. A form will then appear to allow adding the credit.
5. Enter the Date, desired Amount and a Short Description.
6. Finally, press the Add Credit button to complete the process.
The credit will be added to the customer's available credit balance immediately.
That's it!
If you have any issues, please feel free to contact our Support Team.
How to add a new customer