Record Payments and Manage Customer Credits

1. Go to Customers > Manage Customers and select your customer with previous payments/credits.

2. Scroll down to see the Payments/Credits button.
   

   

3. Click Payments / Credits and then hit the left tab for New Payment.
   

   

4. Enter the payment method, amount, any notes, and then scroll down and hit Process.

Bird’s Eye View: If a customer pays $50 on a $30 bill:

1. The system pays the bill in full.

2. The remaining $20 automatically becomes a Credit on their account.

3. Next time they buy something, you can go to Payments/Credits, select that $20 credit, and apply it to their new invoice!