Entering a new customer credit

Video: Creating a Customer Credit

1. In the navigation panel, double-click Relationships, then click Customer Transactions.
2. Click Credits

3. Click New. The New Customer Credit window opens.

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4. Enter header details for the credit:
   
   • The date is automatically set to today's date, but you can change it if you need to.
   • Select the customer who the credit is for.
   • Enter the Value for the Credit
   • Enter a description that best describes why the credit is being created
    
5. Click down to under the Line Items tab.
6. Enter line information:
   • For the Account Site, select the correct General Ledger Account. 
   • The description will populate from the description entered at the header level. If you wish to have a different description on the line level you can override the existing one.
   • Enter either the valueex or the valueinc and the tax code. The system will recalculate depending upong which value you enter.
      
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7. When you have finished, you have three options.

• • Click Finalise to finalise the credit without allocating it
  • Click Finalise and Allocate to finalise the credit and allocate it against an invoice
  • Click Finalise and New to finalise the credit without allocating it, and start another customer credit transaction.