Account level payments and credit memos

From the Customer Details screen, click More Actions, select Payment.

Now, you can add the payment information.

1. Payment Date: The date the payment was made to the customer account.

2. Payment Method: Select what method was used to make the payment from Cheque, Credit Card, Cash, or Financing.

3. Cheque Number: The customers cheque number. (Note: only applicable to cheques.)

4. Payment Amount: Enter the amount the customer paid to their account.

5. Comments: Enter any comments you have for the payment.

When finished, click Save to apply the payment to the customer account.

To create a credit memo on a customer account, click More Actions and select Credit.

Now, you can add the Credit Memo information.

1. Credit Memo Date: The date the credit memo was added to the customer account.

2. Credit Amount: Enter the amount you are crediting to the customers account.

3. Comments: Enter any comments you have for the credit memo.

When finished, click Save to apply the credit memo to the customer account.