Credits
Credits
Navigate to Transactions > Credits from the side navigation menu. Select between the Credit Memos, Cash Credits, or Service Credits sub-tabs to view the different types of credits applied to the current account.
Note: Creating new credits from the New Credit buttons on the Credit Memo and Service Credit sub-tabs are upcoming features that are scheduled to be added in a future release.
Open the Cash Credits sub-tab and click the New Cash Credit button to create a new credit. A pop-out drawer will open where you can enter details about your new credit. Enter the required information and press Create Credit.
A confirmation pop-up will display for you to review the credit. If everything looks satisfactory, press Create Credit.
