Adding and Working With Credit

Credit allows you to receive money from a client, record it, and apply that balance to the client's purchases.

When working with credit, you will perform various actions in several different interfaces.

Credit a client for money received

When you receive money from a client, you should record it in WHMCS as a transaction. But if the payment is not for a specific invoice or the client has accidentally overpaid, the client's credit balance should be increased accordingly. Adding credits via the "Manage Credits" popup would not appear on the transaction record as they are not transactions.

To credit a client and create a transaction:

• Navigate to Billing > Transactions List > Add Transaction tab.
• Enter the details of the credit.
• Check the Credit checkbox.
• Click Add Transaction.

This will ensure your accounting records are accurate and the Account Statement report is balanced.