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Credit Account

storagestation603storagestation603 NHRegistered User ✭✭✭
edited August 2017 in SiteLink General Discussions
How do you Credit a Customers Account on the new WebEdition?? 

Comments

  • OrkoceanOrkocean CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    A credit can be done in the payment screen under edit charges and payments, assuming your have security clearance allowing it to be done.
  • MDavisMDavis INRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭
    You have to have a charge to put a credit against.  If you don't, you will need to create one, save it and then apply the credit.  In the box at the top, click under credit and it will then allow you to type in the box the amount of the credit. 
  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭
    MDavis said:
    You have to have a charge to put a credit against.  If you don't, you will need to create one, save it and then apply the credit.  In the box at the top, click under credit and it will then allow you to type in the box the amount of the credit. 

  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭
    Orkocean said:
    A credit can be done in the payment screen under edit charges and payments, assuming your have security clearance allowing it to be done.

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