How to Add a Prepaid Credit to a Customer Account

You can manually add a prepaid credit to a customer's account through the Credit History section.

1. From the customer account, click Credit History.

2. Click Insert.

3. Enter the $ amount of the credit.

4. Press the TAB key on your keyboard.

5. Select *PREPAID as the credit type.

6. In the Check field, enter the check number or a description (e.g., "CASH," "Money Order #").

7. Enter any relevant Descriptions.

8. Click OK to save.

Note: 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.