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Giving Customers Credit on Account

Q. How do I put a credit on a customers account for future use. Not a deposit on account but a credit for being a referral?


To create a credit for a customer, go to the customer record and select customer options. Choose Create a Credit. You’ll need to know what expense account you want to post it to as well, generally an Expense, but some accountants suggest it as a Cost of Goods Sold, or even an Income item (negative income) Check with your accountant. This will create a credit available to be used as payment later.