How do I add Customer Credit to a Customer?
There are two ways to add Customer Credit to a Customer:
- Via a Sale, by adding Customer Credit to a Sale
- Manually, by editing Customer details
ADDING CUSTOMER CREDIT TO 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
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