There are a couple ways to add a credit to a Customer’s account.
Payments Page
To add a credit to a customer’s account from the payments page click the “Finances” tab and click “Payments“
Click the green “Add payment” button
Select the customer and then select “Add as a customer credit” in the “apply to” section
Select the date, enter the amount for the credit and select the payment method.
If the customer has a card on file you will see this message and will be able to select the card after clicking “Add Payment”
If the customer does not have a card on file you will see this message. You will be able to add this credit, but a card will not be charged.
Customer Page
You can also add a customer credit by going to the Customer Tab>Customers and clicking on the pencil for the customer.
Then click the green “Add Payment” button on the top of the screen.