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Adding Credits

Last Updated: Aug 04, 2020
  1. Under the Credits heading on the left click the (emoji) icon

  2. Under the Add Credit heading on the right enter the credit details

  3. If you wish to disburse the credit amount manually leave the 'Automatic Disbursement' option unchecked and you will be able to disburse the credit after it has been saved

  4. Click Save to add the credit to the account

  5. To manually disburse the new credit click on the Disbursements tab and apply the credit amount to the desired invoice(s)