Increase Client Balance

To increase a Client's balance due:

1. Go to Clients > Current Clients and click on the Client record.

2. Go to the Financials tab.

3. Click the Apply Credit button.

   

4. Select the Service Date, the Amount, the Posting Date, and ensure Credit is selected.

5. Add any Additional Info notations.

6. Click + Add and then Save at the top of the page.