How do I add or edit a credit?


Add a credit

Follow the instructions below to create a credit on a customer's account. 

1. Use the Search Customer bar to find the correct customer account.

2. Click Add Credit.

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3. Enter the credit amount and description.

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4. Click Save. You will see the credit in the customer's Billing History.

Note: The credit will be applied to the following month’s rent or a manual fee if you create one.

Edit a credit

Follow the instructions below if you need to edit a credit that was given without payment or correct an overpayment that resulted in a credit. 

1. Navigate to the Customers tab and All Customers sub-tab.

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2. Select the customer.

3. Scroll down until you see Billing History.

3. Click the date of the credit line item.

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