Manual Store Credit Adjustment

In order to adjust a contact's store credit manually, without a sale or return:

    1. Find the customer with store credit on their file. Right-click on the customer and click on “Adjust credit”.

jxx9tdf775c34ba834c9a93bb4487715b59c5

    1. Enter a positive amount to increase their credit or a negative amount to decreased their credit.

jxx9t8220bb7d4eb145f395f9ea4e10b54315

    1. Justify the adjustment.

jxx9t1bff8d93230b4810b562af998aaffd3a

  1. The Statistics tab will be updated and the credit will adjust accordingly.