Credits

Credits

Create a Cash Credit to immediately reduce a customer's outstanding balance (more information is here).

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.

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.

The following selections appear:

• Reason Code — Select from one of the following reasons for creating the credit:
  • Goodwill
  • New Service Plan Pro-Ration
  • Prepay Credit Reconciliation
  • Balance Forward Conversion
  • Prompt Payment Discount
  • Coupon Application
• Add a Qualifier — Click the link to display the Qualifier Name and corresponding Value field to add a qualifier to your cash credit. Click the plus icon to add an additional qualifier.
• Apply Against — Select one of the following:
  • Charges per standard FIFO (First In, First Out) Method (default)
  • Invoices and other account-level charge
• Credit Amount - Enter the credit amount at this field.

Press the Create Credit button. A confirmation pop-up will display for you to review the credit. If everything looks satisfactory, press Create Credit.

The just-created Cash Credit appears onscreen.