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Showing articles from credit to account tag

Create/Apply a Credit Note to a Cash Customer Account

### If the customer in question (as well as any future customer with credit/overpayment) is an "Account Customer", [the following steps ][1]apply. Should the customer be a cash account, the following can be applied; 1. On your dashboard go to Products 2. Next to the Filter input select the "+" symbol to create a ne…

How to change your customer from a cash account to an account customer

1. Find the customer that you want to edit by typing the customer name into the main search bar located at the top of the page and then double click on the name when it comes up: ![][1] 2. Toggle the **'Cash'** toggle, located in the top right hand corner of the customer profile, so that **'Account'** is shown ![][…

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