Apply Credit Adjustment to Unpaid Balance
A credit adjustment can be applied to an unpaid or partial paid order/invoice to reduce the balance due. To apply a credit adjustment, 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 unpaid/partially paid order you wish to apply a credit adjustment to from the Order # drop-down. Modify the credit amount as needed, select “Credit Adjust” from the Credit Balance Type drop-down, & enter any necessary comments; then, click “Apply Credit”. The popup will close, & the credit adjustment has now been successfully applied against the unpaid/partially paid order.
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