View or add credit to an account

To view credit available in a billing account, go to your [Finance entity name] > Debtor accounts and select and open the account. Next to Account balance, you’ll see Credits and the amount available.

To add credit to a billing account, you’ll need to create a credit note.

If this doesn’t answer your question, visit our overview of credit notes and applying credit to an invoice.

How to create a credit note

Go to your [Finance entity name} > Invoices and credits.

1. Select Add credit note.
2. Under New credit note, select the relevant General ledger (GL) date, Debtor ledger and Fee schedule.
3. Now you can populate fields unique to this credit note. This includes:
   • To: Select an account to credit.
   • Issue date: the day credit will be issued to the account.
   • Debtor fee: Search for or select a relevant debtor fee code from the dropdown menu, which will prefill fee-related fields.
   • Amount: You can update the amount if the default isn’t applicable.
   • Transaction description: Describe the reason for this credit transaction so it’s visible in future customer.
   • Comment (optional): Add a comment for internal use only.

4. When you're done, select Save.

You’ve created a credit note to add credit to a billing account.