The ability to apply a credit value for either a client & company is now possible. Creating this credit then makes it possible to be used at anytime.

To Add a client credit:

1. Look up client from the Client Area

2. From Main tab on client (as picture below) click on the icon next to the credit field.

3. The window to set credit value will appear, enter details & click OK to save.

     The details of the entry will appear in the notes area (as displayed below)

When an Invoice is raised and if the client has a credit in the system, the option to use credit will be available to be selected (as picture above).

If the client does not have credit, on the add line(s) drop down : option will state "No credit available".

 

To Add a company credit:

1. Look up company in the Client Company Area

2. On Main Info tab you are able to click on the credit field icon, set value of the credit and enter description. Click OK to save.

 

 

3. Create Company Invoice

    - add Course or Enrolment lines to invoice from the Add lines drop down.

    - repeat to select the Available Credit option from the add lines menu apply to invoice.