Issuing a credit to a customer’s account

If you need to issue a credit for any reason you can easily do so in the Customer Account window.

  1. To access the Customer Account window, find the customer in either the Data Entry or POS window and click the Invoice & Payments button.
  2. Click the Issue Credit button. You can only issue a credit here if you have a Billing Relationship with the customer.
  3. In the pop up window, enter the credit amount.
  4. The default product is the Credit product; if you wish to use a different product, click Change and choose the new product. You can then either choose to assign the quantity as 1 x -$xx or -1 x $xx.  

  5. Click OK to create the credit.
  6. The credit is now issued to the customer’s account. You can either keep the credit on their account for a future purchase or issue a refund.
  7. Click Close to finish.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


  • This only works if the customer is an EFT member with valid billing info. Is there any way to issue a credit to a customer who is not an EFT member?

    Comment actions Permalink
  • The trick is the EFT Manual Billing check box in the customer record; this allows non-members to have credits or invoices added to their account. To make it work, make sure the customer is not Terminated, and the EFT Manual Billing box is checked, then issue the credit by going to POS and setup a refund and then Invoice Account to issue the credit. Customer can be a Member or Guest.

    Don't forget to turn off (uncheck) Manual billing and any other changes you made to the customer.

    Some more info that is similar to what you are asking:

    Comment actions Permalink
  • Awesome! Thank you very much Tod.

    Comment actions Permalink

Please sign in to leave a comment.