1. From the left navigation menu, tap Membership > Billing Manager.

  2. Find the account you would like to add a credit to. You can search first name, last name, or a combination of both.

  3. Tap on the name to go to the individual ledger or tap on the actions icon.

  4. Tap + Credit.

  5. 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.

  6. Tap Create Credit.

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