Our software allows for credits to be applied to a customer’s profile, in order to be used for future purchases. Not only can they be applied to a future purchase, but you can also adjust their invoice ledger using them as well. For example, if a customer has $50 in credits on their account and $150 outstanding on their invoice ledger, you can lower their invoice ledger to $100. In order to utilize this function, you will want to follow these steps:
- Click the “Contacts” tab to locate your customer, or search their name in the search bar at the top of the page.
- On the customer profile, you will see their “account balance” and their “unapplied balance.”
- Click the hyperlink number next to “account balance”
- You will be brought to the account ledger, which will include all invoices and payments under that customer’s profile
- Hover your mouse over the invoice you would like to adjust and you will click the “Adjust b/ce” hyperlink that will appear
- On the “Adjust invoice balance” popup you will select whether you would like to debit or credit the account.
- Provide a description of the adjustment in the textbox.
- Enter the amount you would like to apply to the adjustment
- Then, click the dropdown where it says “Adjust from account” and select “Contact’s Credit Account”
- You will now be brought back to the account ledger where you will see the adjustment with the amount applied, and the balance of the account will be updated.