Overview

In this section you can find how to issue credits to your customer, and how to view their Open Credit balance. 

Instructions

When creating customer credits you'll find the following situations in the customer balance.

• When a customer credit is created and the credit is approved before the payment is posted, the balance of the order will be reduced (Only the balance, not the amount of the invoice). The customer will only pay the balance of the order.

• When the credit is approved after the payment is posted, the amount of the credit will appear as available credits to be used in the next payments.

• Go to Account Receivables > Receive Payment, enter the customer name and the system will automatically display the available credits for your customer in the bottom of the "customer information".