Credits register
To access the Credits Register:
- From the Finance module, select Registers
- Choose Credits Register.
- Using the filter options, users can refine the search and re-run if required.
- 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.
- Select the dropdown next to the Details button for options to:
- Allocate to Outstanding Fees – This takes you to outstanding fees for the allocation.
- Refund (processing) – Request a refund via this option. Approval processing to follow.
- View Credit History – View Credit historical details.