This report produces an on-screen report of all accounts with a credit balance. If an account has a credit balance, the user will be able to use this credit towards future purchases. You can also delete "old" credits or credits that have been issued manually by check.
- Go to People / Reports / Contact Reports / Account Credits.
- You will be presented with a list of contacts that have credits on their accounts.
- Click on the name of the contact, then the "Directory and Account" tab. Here you can view the Account Credit history.
- If you click the "Add Credit" button, you will be able to apply a credit or reverse a credit on the user's account.
To Remove an Account Credit, enter a negative amount to reduce the available credit.
Note: It's a good idea to involve your treasurer in this process because he or she can most likely tell you if the credit needs to remain or if it has already been paid.