Add Credit

To apply a credit, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Add Credit”.  The Add Credit popup will open; select the order you wish to apply a credit to from the Order # drop-down.  Next, modify the credit amount as needed, select the credit type from the Credit Balance Type drop-down (select “Credit” for fully paid order, or “Credit Adjust” for partially paid/unpaid order), & enter any necessary comments; then, click “Apply Credit”.  The popup will close, & the credit has now been successfully applied to the order.   

 

If the credit type selected was “Credit”, the credit amount has been applied to the user’s credit balance.  If the credit type selected was “Credit Adjustment”, the balance due on the partially paid/unpaid order has been reduced by the credit amount.

 

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