Applying an In-Store Credit

Overview

 Applying an In-Store Credit will show you how to apply an in-store credit to an amount owed on a contract through the payment screen.


How to get there:
Expert: Program Menu > Accounts Receivable > Accounts Receivable Manager 
Elite: Accounting > Accounts Receivable Dashboard 

1.  From the payment screen of any contract, if the customer has an in-store credit on their account, they will be able to select it as one of their payment methods. If the entire credit is not used the remaining value will still be held on the customer’s account.
 

2.  If applying in-store credits does not pay the contract in full, you can then take payment for the remaining balance or take a deposit if necessary.

Related articles

In-store Credits Details
Creating an In-Store Credit