Applying customer credits
We are trying to apply a credit to one of our customer's accounts. We have created a "receive money" transaction but nothing is appearing in sale returns and credits.
Forum Discussion
Hi Wilcon,
To apply a credit to a customer's account, you need to create a credit note and then apply it to the customer's outstanding invoices. First, go to the Sales command center, click on "Enter Sales," select the customer, and create a credit note by entering a negative amount for the items or services being credited. Next, go to the Sales command center, click on "Sales Register," select the "Returns & Credits" tab, find the credit note you created, and click "Apply to Sale." Then, select the invoice(s) you want to apply the credit to and enter the amount to be applied. This process ensures that the credit appears correctly in the "Sale Returns and Credits" section and is applied to the customer's account.
For detailed instruction, please see this help page for more information. Settling customer credits
Regards,
Earl
