Edit Account Credit

When viewing an individual client, you can edit an account credit by clicking the Edit link located with the respective account credit in the List Account Credit page.

Editing an Account Credit is split into two tabs:

Credit Details

The main details of the account credit can be edited on this tab.  The fields are as follows:

Credit Balance - This is the remaining value of the credit left to be applied.

Original Amount - This is the original amount of the account credit when it was created.

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

Payment Type - This notes where the value of the credit comes from.  It could be from a payment of some kind or it may be issued by the company directly.

Payment Number - If there is a number associated with the credit, a check # or cc# for instance, this is the field where it should be stored.

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. Any existing comments will be shown within this tab, stating the poster and time to the left of the comment. Additional comments can be added at any time, regardless of if the account credit has been applied.

To add a comment, click the Add Comment link within the Comment Tab. Comments also support attachments, so when adding a comment you may also add up to 5 attachments.