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Account Credits are viewed in Account / Billing / Credits |
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The information in this panel reflects the currently selected credit. From here you can modify credit details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Account: the account the credit was applied to. This may be a different account than the account you are viewing if the account the credit was applied to is setup to invoice its charges to the account you have loaded (for instance a child account may be listed in this field)
Quantity: this setting acts as a multiplier so that multiple credits of the same type/amount can be added at once. E.g. a credit configured with an amount of $50 and a quantity of 10 would apply a credit of $500. The maximum quantity value supported in this field is 10,000
Amount: the amount of the credit
Date: the date of the credit. If no date is specified this field will default to the current date
GL Posting Date: the date the credit was applied from a reporting / financial period standpoint
Service: the service the credit applies to. Taxes applicable to this service will be added to the credit if the service is not configured to be tax exempt
Period Start / Period End: the period that the credit applies to. E.g. if you are issuing a credit for ten days of service then the start and end dates should span the ten days that the credit was granted for
Show On: determines if the credit should be displayed on an invoice, a credit note or both an invoice and a credit note
Automatic disbursement: if set the credit will disburse to the oldest unpaid invoices automatically. If unset you can manually disburse the credit to the invoice(s) of your choice when the credit is added to the account or at a later date. This option will not be shown when viewing a credit that has been fully disbursed
Detail: additional information about the credit that can be used for internal purposes or shown on invoices (if invoices are configured to display this detail). This should briefly describe why the credit was issued/what the credit is for
Created By: indicates the user who created the credit. This field will appear when viewing/editing a credit but not when adding a credit
Issued Invoice (auto-populated): the invoice the credit was issued to (if any). This field will appear when viewing/editing a credit but not when adding a credit
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