The account credit feature allows Merchants to issue account credit to customers. These credits are automatically applied to future invoices as a discount. The intent of this article is to detail how credits work in the billing and payables processes.
How credits are applied to a customer account
Credits are applied to future invoices only. This simplifies the process of credits being applied to Customer Accounts and makes for a more streamlined payables process. Credits are automatically transacted on the date the invoice is created.
How to add a customer credit
- Go to Edit User page
- Navigate to the Credit section near the top of the page.
- Tap Modify button
- Select Add Credit
- Specify the amount of Credit
- Tap Apply button
How to remove or reduce a customer credit
- Go to Edit User page
- Navigate to the Credit section close to the top of the page.
- Tap Modify button
- Select Add Credit
- Specify the amount of Credit
- Tap Apply button
How to apply a credit to an open invoice
The easiest way to do this is to apply a discount to the invoice. This can be done from the Edit Invoice page. In such a case, no Credit to the account is required (the discount alone will suffice).
Additional options for refunds and credits
- Credit card refunds can be processed through the Merchant Admin Dashboard within the Edit User page.
- Checks or ACH payments can be issued manually.