Credit Available | Make a payment on an outstanding transaction using credit available

While making a payment against an outstanding transaction, you can now see available credit in the ‘Make a payment’ window and make payment using available credit

Credit available transactions are created when a payment has been made on a transaction, but then the admin creates a credit note against the original booking

How to Make a payment using credit available

Precondition: you have a contact with credit available and an outstanding transaction i.e. you need to make a payment

1. Open Bookings or Contacts

2. Search and select a contact with available credit on their account

3. Open the accounts tab on the contact

4. Select the Outstanding transaction i.e. the transaction that needs to be marked as paid

5. Select Actions ‘Make a payment’

6. On the ‘make a payment’ window, you will see an extra read only input called ‘Available Credit’
   

   

7. In the Payment Method dropdown select ‘Transfer from Credit’
   

8. 

   Payment Amount input, enter the credit payment amount

9. Enter payment date (optional)

10. Enter note (optional)

11. Save Payment

Outcome:

• Credit available will be reduced

• A payment with type ‘transfer’ will be applied to the transaction