Issue a Credit

1. Click "Accounts Receivable"

   Navigate to the "Accounts Receivable" option in the menu.

   

2. Click "Issue Credit"

   Click on the "Issue Credit" icon.

   

3. Enter the amount

   Click into the "Amount" field and enter the credit amount that you want to issue.

   

4. Issuing a credit to a Credit Card

   To issue a credit to a credit card, follow these steps.

   

5. Select Credit Card

   Click the radial button by credit card to issue the credit to a credit card.

   

6. Enter the cardholder name

   Click into the "Cardholder Name" field and enter the cardholder name.

   

7. Enter the card number

   Enter the card number into the "Card Number" field.

   

8. Enter the expiration month

   Enter the expiration month in M M format into the "Exp Month" field.

   

9. Enter the expiration year

   Enter the expiration year in YY format.

   

10. Click "Issue"

    Click on the "Issue" button to apply this credit.

    

11. Issuing the credit to a Bank Account

    If the customer would prefer the credit to be applied to a bank account, then follow these steps.

    

12. Select Bank Account

    Select the radial button next to Bank Account.

    

13. Enter the account name

    Click into the Account Name field and enter the account name.

    

14. Select either "Checking" or "Savings"

    Select if the account is a checking or savings type.

    

15. Enter the routing number

    Click into the Routing Number field and enter the routing number.

    

16. Enter the account number

    Click and enter the account number.

    

17. Click "Issue"

    Click on the "Issue" button to apply the credit.