Use Customer Credits
This article will show you how to apply customer credit to a sales order.
Click Sales.
Click Orders.
You will be redirected to the Sales Order List screen.
Select an Order to add payment to.
You will be redirected to the Sales Order screen.
Under the Add Payment section, Click the Payment Method drop down. See image below:
Select Customer Credit.
Once you select Customer Credit, the Credit ID field will appear below it.
Here you will select which credit you will apply to the Sales Order. See image below:
Once you have selected which credit to use, enter in the Amount field how much of the credit to apply.
Click Record Transaction.
You will receive a notification showing successful payment.
Record of the payment will appear under Payment Information. See image below:
Note: If the customer has multiple Credits but they individually cannot cover the remaining balance of an order, you will need to record multiple transactions using the different credits.
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