Add Account Credit

When viewing an individual client, you can add a new account credit by clicking the link located within the orange action bar in the Services Tab.

Adding a new account credit for a client contains the following fields:

Credit Amount - This is the amount of the credit to be created.

Description - This is the title of the account credit. It will also appear in the invoice as the line item.

Payment Type - If Company Issued is selected, the account credit will not be counted towards payments received. If any other Payment Type is selected, it will be assumed that the money received was due to an overpayment or other received funds not associated with an invoice yet.

Payment # - This field allows notes regarding the payment received. For example, if Check is selected this field would contain the Check #

Start Date - If you wish to start the account credit in the future, you may specify the date here.

Comments - Comments may be stored on a per account credit level. At the time of account credit creation, you may add an initial comment and attach up to 5 files.