Adding Credit

Adding credit to your client's account will allow you to keep track of credits, pre-payments as well as overpayments made by your client.

To add credit to one of your client accounts:

1. Click on your "Users" tab.
2. Click on your blue client's name.
3. Click on your blue "add credit" link.
4. Enter the amount of credit you wish to apply to your client.
5. Click your Save button below.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.