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The Credits panel towards the left of this screen shows credits that have been added and their current status. Credits listed here will show the amount still left undisbursed or be listed as 'Disbursed'. From this credits list you can select an existing credit and view/edit it on the Edit Credit panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon	Description
Image Modified	Reverses the selected credit
Image Modified	Deletes the selected credit
Image Modified	Adds a new credit

Edit Credit Panel

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 modifiednote: fields with a magenta left border are required).

Credit Fields and Options:

• 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

• GL Code: the general ledger code that was specified when the credit was created

• Service Tax Category: the service tax category that was specified when the credit was created

• Tax Inclusive: indicates if the credit is configured to have inclusive taxes calculated (taxes are calculated within the specified credit amount, rather than an extra charge on top of the credit amount)

Unpaid Invoices tab

This tab displays unpaid invoices and the balance owed for each invoice, if unpaid invoices do not exist this tab will not appear. A credit can be partially or fully disbursed to one or more unpaid invoices from this tab, providing the 'Automatic Disbursement' setting has not been enabled.

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This tab will display taxes that were added to the selected credit (if taxes were applicable to the service that was selected on the credit). Taxes are applied on top of the credit, increasing the credited amount, unless the credit was configured with the ‘Tax Inclusive’ setting enabled.

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Guides

Adding Credits

1. Under the Credits heading on the left click the  icon

2. Under the Add Credit heading on the right enter the credit details

3. If you wish to disburse the credit amount manually leave the 'Automatic Disbursement' option unchecked and you will be able to disburse the credit after it has been saved

4. Click Save to add the credit to the account

5. To manually disburse the new credit click on the Disbursements tab and apply the credit amount to the desired invoice(s)

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