SwimOffice Admin - Super User

To add a credit to one or many accounts,

  1. In the side menu click Billing Admin > Invoices & Payments.
  2. Select one or many accounts.
  3. Click New Credit.
  4. Enter a Credit Description (this is an invoice line item so make it clear to the account what the credit represents).
  5. Click Select next to Chart of Account field.
  6. Click Select link next to the desired Chart of Accounts (generally you will want to credit back to the original CoA for accurate reporting).
  7. Enter in a negative value for the Amount to Credit.
  8. Click Save Credit.

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See Also
Refund Credit
Refund an account to their credit card
Credit memo versus a Credit Refund