Sales: How do I add Customer Credit to a Customer?

There are two ways to add Customer Credit to a Customer:

  1. Via a Sale, by adding Customer Credit to a Sale
  2. Manually, by editing Customer details


ADDING CUSTOMER CREDIT TO A SALE

To add Customer Credit to a Sale, create a new Sale or edit a Sale

Customer Credit can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?


Customer Credit is added to a Sale in the 'Products' section


To add Customer Credit, click Add Product 


Click Customer Credit


Enter in the required amount

Click Save

Proceed with the remainder of the Sale, see How do I add a Payment to a Sale?



ADDING CUSTOMER CREDIT MANUALLY


To manually add Customer Credit to a Customer, simply edit the Customer details

From the left hand menu, choose Customers > List

Click the edit icon against the Customer name 

In the Customer Tab there is a field called Credit Balance

You can manually set the Customer Credit Balance by entering it here



Click Save

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