Applying a Credit on Account in AR
Navigate to the AR Home Page
From the AR (Accounts Receivable) home page, select the appropriate Direct Bill customer.Access the Customer's Account
Once inside the customer’s account, the Credit on Account button will become available.Important Notes
Credits on account can only be processed through AR.
These credits are only applicable to non-credit card payments, such as wire transfers, ACH, checks, or cash.
Issuing the Credit
Select the Direct Bill customer to whom you’ll be issuing the credit.
5. Click the "Credit on Account "option to begin entering the credit details.
6. Complete all required credit details, then click Save to apply the credit.
Need Help? 😃
Still have questions? Contact the X-1 Support Team anytime — we’re happy to assist you.