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How to adjust a customer's credit

Here's how to correct the credit amount on a customer's account.

Important

  • This function is available only on the PREMIUM plan. Learn more about Nex subscription plans.

Shall we adjust a customer's credit together?

1. Click on the CUSTOMERS menu.

2. Locate and select the CUSTOMER in the list of customers.

3. Click on the CUSTOMER'S CREDITS and then on ADJUST CUSTOMER CREDIT.

4. Adjust the customer's CREDIT in the field "Change credits to:"

5. If necessary, add a COMMENT to the transaction.

6. Click on SAVE.

Done! The credit amount has been changed on the customer's account.

See also:

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