To record a credit on a customer's account, for example if they have returned faulty goods, use the Batch credit option. This lets you post the credit without printing a credit note or affecting stock.

TIP: To create a credit note to print or adjust stock back in, post a product credit note.

Watch the video

 How to:

1. On the navigation bar, click Customers then Batch credit.
2. Complete the Batch Customer Credit window as required. For more information on the fields in this window.
3. Check your batch totals against those on the Batch Customer Credits window, if you calculate the batch totals manually.
4. To post your entries, click Save then Close.