How to apply customer account credits

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

1. Go to Edit User page
2. Navigate to the Credit section near the top of the page.
3. Tap Modify button
4. Select Add Credit
5. Specify the amount of Credit
6. Tap Apply button

How to remove or reduce a customer credit

1. Go to Edit User page
2. Navigate to the Credit section close to the top of the page.
3. Tap Modify button
4. Select Add Credit
5. Specify the amount of Credit
6. 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.