Manually Credit A Customer Account
NOTE: If a customer is making a payment on their account, you should record this using the "Make A Payment" feature, so that the cash or tender type will be added to your store's intake for the day.
Search for the customer you wish to adjust, select their name and click "Cust Details."
Under Account, click on "Manage."
- Select "Credit"
- Enter the amount you wish to credit to the account.
- Enter a note for tracking purposes.
- Click "Save."
The new account balance will reflect on the customer profile.
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