I'm in the Credit page. What can I do from here?

1. Using the Transaction date drop down boxes, select the transaction date. The transaction date you enter is the date when the transaction occurs (e.g. when you perform the service). You have the option of selecting the posting date. The posting date determines when the transaction is finalized and is displayed to your customer.
2. Using the Posting date radio buttons, the credit can be applied and posted to today, a custom date or the same date as the transaction date. If the Custom radio button is selected, set the custom date by using the Custom date drop down boxes. Setting the posting date to Today allows your customer to see the credit immediately. A credit that has a future posting date will not be seen by the customer until the posting date and can be deleted before the posting date.
3. Enter the credit amount in the Amount box.
4. Enter a description in the Description box.
5. Click the Add more credits to this account checkbox if you want to add more credits.
6. Click the Continue button once done. This will take you to this same page, Credit page, if the Add more credits to this account checkbox is selected/checked to allow you to add additional credits. Otherwise, clicking the Continue button will take you back to the Account Detail page. Alternatively, you can click the Cancel button to cancel the process.

You may also be interested in...

• I need to charge a parent account for my services. How do I record this charge?
• A parent paid me by cheque for my services. How do I record this payment to their account?

Can't find an answer to your question? Contact Us