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Credit On Account

How to add a credit on a customers account

Ken Wiley avatar
Written by Ken Wiley
Updated over 4 years ago

From the AR home page, select the Direct Bill customer.

Once you are inside the customer’s account the button for Credit on Account will appear.

Credit on accounts can only be received and applied through AR and only for non-credit card payments like WIRE/ACH/CHECK/CASH.

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