Sales
To charge credit to a client
- Select “Points and Credits” from the navigation menu.
- Select “Manage Credit Charges“.
- Click the button “New Credit Charge“.
- Input the credit charge details
- Client: Select the client you wish to charge credit to using the drop-down menu.
- Credit Type: Select the type of credit you wish to charge to the client using the drop-down menu.
- This is set in “Points and Credits Settings”, for more information on managing credit types, please check the tutorial “Credit Types Settings“.
- Credit Amount: Input the amount of the credit type to be charged to the client.
- Start Date: Select the start date when the credit charge applies.
- Expiry Date: Select the expiry date when the credit charge ceases application.
- Description [Optional]: Add a related description.
- “Suspended” Checkbox: Check the checkbox “Suspended” if you wish to suspend the credit charge for a certain duration.
- Click “Save” once done.