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Add a Credit to a Customer’s Account

 

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
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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. blank

 

 

 

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.blank

 

Updated on February 23, 2022

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