You can enter a credit on a member's account to:
- reduce or remove an existing charge; or
- create a credit balance to be applied to future charges.
Follow the steps below to apply the credit to an existing charge, which will reduce or remove the charge balance.
1. Under the Invoices menu, select the three dots under the "Actions" column on the row of the invoice you wish to credit. In the drop down menu, click "Record Credit".
2. In the Record Credit window, enter the amount you wish to credit and any applicable notes, and click the "Submit Credit(s)" button to apply the credit to the charge.
Follow the steps below to apply the credit to a member's account, to be applied to future charges.
1. Under the Member's menu, select the three dots under the "Actions" column on the row of the member you wish to credit. In the drop down menu, click "Record Credit".
2. In the Record Credit window, enter the amount you wish to credit and any applicable notes, and click the "Submit Credit(s)" button to apply the credit to the charge.