How Do I Add/Edit/Delete a Miscellaneous Credit?

Miscellaneous credits are credits that are added to a user's account in addition to the credits received from orders. A miscellaneous credit added for a user will be reflected in that user's "unposted credit".

Note: Credits are cumulatively calculated, thus adding a miscellaneous credit will increase a user's "unposted credit", and deleting a miscellaneous credit will decrease a user's "unposted credit". If you have already posted a user's credit that included a miscellaneous credit and you later delete that miscellaneous credit, the user's "unposted credit" will be reduced by that miscellaneous credit amount and might as a result be negative. All miscellaneous credits are always included in outstanding credit calculations regardless of the order dates selected, and when posted will be split if the user has 'Post Credit to Another Account' user splits setup.

Adding a miscellaneous credit

1. Navigate to Accounting->Misc Credits.
2. The Miscellaneous Credits page will be displayed. Click the New Misc Credit button on the right side of the page.
3. The New Miscellaneous Credit page will be displayed. Select the user from the User drop down list to whom you wish to add a miscellaneous credit.
4. Enter the amount to credit in the Amount text entry box.
5. Enter the date for the miscellaneous credit to be credited to the user in the Date field.
6. Enter notes, if any, in the Notes text entry box.
7. Click the Add button.

Editing a miscellaneous credit

1. On the Miscellaneous Credits page, locate the credit you wish to edit. You can filter the list by User and Date Range, or use the Search... box to find a specific credit.
2. Click the Edit link in that credit's row.
3. The Update Miscellaneous Credit page will be displayed. You can edit the Amount, Date, and Notes in the respective fields.
4. Click the Save button to save the changes, or click the Cancel button to exit without saving.

Deleting a miscellaneous credit

1. On the Miscellaneous Credits page, locate the credit you wish to delete. You can filter the list by User and Date Range, or use the Search... box to find a specific credit.
2. Click the Delete link in that credit's row.
3. A confirmation dialog will be displayed. Click the 'Yes, Delete' button to confirm, or click the Cancel button to exit without deleting.

Caution: Please review the note at the top of this article on how deleting miscellaneous credits affects credit calculations.