Reviewing credit due balances

You can review a list of credit due balances at any time by visiting the Billing Center window.

  1. In the Data Entry main window click Manage and select Billing to open Billing Center window.
  2. Click the Credit Due tab.
  3. Here you will see names of customers with credit due and how much credit they have with your facility.
  4. Note that you can’t issue credits to ACH or Stripe customers. To issue a refund click Credit Selected Customer, or  click the View Customer Invoices and Payments button, click New Payment and refund to a credit card.
  5. But the credits will be used towards their EFT dues when you process billing.
  6. Click Close to finish.



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