How to Add a Prepaid Credit to a Customer Account

Overview

This guide explains how to manually add a prepaid credit to a customer's account using the Credit History section. This is useful when a customer pays in advance by check, cash, or money order and that payment needs to be recorded and applied against their invoices.

Steps to Add a Prepaid Credit

Follow the steps below to add a prepaid credit to the customer's account.

1. Open Credit History. From the customer account, click Credit History.
2. Insert a new record. Click Insert.
3. Enter the credit amount. Enter the $ amount of the credit.
4. Advance to the next field. Press the TAB key on your keyboard.
5. Select the credit type. Select *PREPAID as the credit type.
6. Complete the Check field. In the Check field, enter the check number or a description (e.g., "CASH," "Money Order #").
7. Add a description. Enter any relevant Descriptions.
8. Save the record. Click OK to save.

⚠️ IMPORTANT

If you want the credit to apply to only one specific invoice type, uncheck the box next to 'Can be applied to...Recurring/Product Invoice.' This ensures the software will only apply the credit to the correct type of invoice.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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