Sales > Customer credits
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Email enhancements Split jobs on bank statement import Notes added to Transactions Paid today enhancements Visible outstanding credits in sales
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Glossary Index
Customer credits
A customer credit is money that you owe to a customer.
To process a customer credit, you first need to record a credit transaction and then record the settlement of the credit (for example, by printing a refund check for your customer).
Recording credits
You can create a customer credit note in the following ways:
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Reverse an existing sale. Use this method if the customer has paid for the entire sale.
■
Manually create a credit. Use this method if you are crediting the customer for part of a sale.
To reverse a sale
To manually create a credit for a non-item sale
To manually create a credit for an item sale
Related topics
■
Settling credits

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