If you want to add funds to a customers balance start by going to
Customers (CRM ) > Customers in the left menu or search for the customer in the search bar.
Choose the customer which want to add funds to the balance and click on the Balance tab.
Next fill in the fields Text, Balance type, Balance.
- Text: Enter a reason for the refund, for internal purpose.
- Balance type: Most common type is when a return is made and the option could vary depending on initial setup.
- Balance: Enter the amount you want to credit to customers account.
Press Save to make the balance appear on customers account.
Once you have saved your progress a log of the added balance will be added in the Information box to the right with timestamp when it was created and of who in your organisation made the task as well as why.
