How Do I Create a Credit?

To give a customer a credit to be used toward purchasing another item, select the Create Credit check box when cancelling their current invoice.

To cancel an invoice and create a credit:

1. Find the invoice.

2. Click the Cancel Invoice button.

3. The Invoice Cancellation window appears. Enter a Cancellation Fee, if necessary.
4. Select a Cancellation Fee Charge Code from the drop-down list.
5. Enter a Cancellation Reason.
6. Click Process Cancellation.

Adding a Manual Credit

You can also manually add a credit to an Individual or Organization Profile, without the need to cancel an invoice. For details, see the help topic: Adding a Manual Credit.