From the left navigation menu, tap Membership > Billing Manager.
Find the account you would like to add a credit to. You can search first name, last name, or a combination of both.
Tap on the name to go to the individual ledger or tap on the actions icon.
Tap + Credit.
Enter a title, amount, reason, charge category, and note (optional).
If there are outstanding charges, you can choose to apply the credit to all or part of the charge(s).
If you would like to restrict the credit to specific charge categories, tap Restrict Credit to Charge Category and select the Charge Categories from the drop-down.
Tap Create Credit.
