Credits

From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record. The...

If a credit was created for a customer, and there were no open invoices to apply the credit at the time of creation, you can manually apply credits to customer invoices when a new invoice is saved. To apply a credit, you must first open the c...

A Credit may be edited if the following conditions are true: The credit has not been applied to any invoices. The credit has not been mailed or emailed to the customer. The user has permissions for editing credits. To edit a ...

If a credit was applied to the incorrect invoice, you can unapply the credit application. Do this from the Credit record or from the Invoice to which the credit was applied. Both methods are covered in this section. Unapply a Credit from the ...

There are multiple ways of looking up a credit in Managely, either by the credit number or customer. Switch the search criteria from the top drop-down from Customers to Credit (then type the credit number or customer’s name in the search a...