Creating an Account Credit from an Overpayment

If an account has overpaid for an event, you may wish to create a credit on their account and issue a credit memo. To create a credit:

  1. Go to the account's details page.
  2. Click Financials.
  3. Click a payment that has unallocated funds.
  4. Click Create account credit.
    This cannot be undone! If in the future the credit is removed, the payment will not and cannot be updated, and this balance will not be added back to the account.
  5. You can change the date or amount of the credit. You can also add a note, if needed.
  6. Click Add.

The payment's slider will now show that the remainder has been credited to the account.

The credit will now be listed on the account's financials tab.

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