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