Summary
The Credits screen gives you the ability to issue credits to an account should they be needed. In this example we are going to add a credit and manually disburse it to an existing invoice.
For additional details on the fields presented on the Credits screen see the Account Credits guide.
Prerequisites
You can issue credits once you have an account set up.
Sample Configuration
Log into your Logisense Billing application
In the search area at the top of the page, set the Search Filter to Account and then enter the name of the account you want to cancel. Select it from the list and then click the arrow button to go to the accounts overview page
Under the Account menu, click on Billing then on the Credits icon
Click the
icon to add a new Credit
Fill out the required fields (marked with the red left border), and remove the check from the Automatic Disbursement option and then click the Save button.
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Result
<<demonstrate that the configuration setup above is now functional (e.g. can be added to other screens)>>
Next Steps
<<documentation team task: link to next configuration article>>
Related Guides
<<documentation team task: link to API guide which covers the same config process>>
<<documentation team task: link to Data Import guide which covers the same config process>>