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Credits register

Credits can be viewed via the Credits Register. This register provides details of the original credit value and associated allocations.

To access the Credits Register:
  1. From the Finance module, select Registers 
  2. Choose Credits Register.
  3. Using the filter options, users can refine the search and re-run if required.
  4. Select Details to view the credit information. If applicable, Refund Details will be shown where the funds have been requested or returned to a contact.
  5. Select the dropdown next to the Details button for options to:
    1. Allocate to Outstanding Fees – This takes you to outstanding fees for the allocation.
    2. Refund (processing) – Request a refund via this option. Approval processing to follow.
    3. View Credit History – View Credit historical details.
Watch our video tutorials to learn more about Sentral Finance or view user and admin guides.

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