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Tutorials
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Adding a credit
Version:
V8.1.0
Added on:
05/20/20
Difficulty:
Time:
30 min
Category:
Tutorials
Useful Terms
Customer Account
Adding a credit
Are you ready?
In this tutorial we are going to learn how to add a credit.
We will use the following parameters:
Customer's Name:
John Smith
Document:
credit
Amount:
4999
Log in to the system using your
Username
and
Password
.
Note: To learn how to log in and select perspectives, use the prerequisite tutorial
Logging in and navigating the application
.
Locate
sidebar menu
on the new Console.
Select
Customers
menu item.
Locate
Customer Summary
form.
Locate
John Smith
in the list of customers on
Customer Summary
form.
Note: you can add and apply filters to search customers by one or combination of the following parameters: first name, last name, organization, email, phone, balance, status.
Click
Settings
button.
Locate
Billing Activity Summary
form.
Click
Add Credit
button.
Enter
4999
into the
Amount
textbox.
Enter notes into the
Note
textbox.
Click
Save
button .
screenshot
Congratulations, you are done!
You have learned how to add a credit. Now you can do this by yourself.
Tags
Customer
Console perspective
Recurring billing
View all available tutorials