To remove credit from 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, some quick billing and service statistics, quick links to all management actions as well as a list of all their vehicles, bookings, orders, invoices, quotes, credits, and transactions.
It contains an overview of the customer 's details, some quick billing and service statistics, quick links to all management actions as well as a list of all their 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 'Manage Credits' page, Press the red bin icon in the row of the credit you wish to delete.
5. Finally, press the Yes button in the pop-up window to complete the process.
The available credit balance will be updated immediately.
That's it!
If you have any issues, please feel free to contact our Support Team.
How to add a new customer