Delayed Credits

Track credits owed to a customer that have not been applied yet, then convert them into a credit note when you settle up.

What this screen is for

A delayed credit is an amount owed back to a customer that has not been formalised yet — an agreed discount, a goodwill allowance, a short delivery. Parking it here keeps the promise recorded until it is applied.

When to use it

When something is agreed with the customer but the paperwork comes later. Converting it produces a credit note, which is what actually reduces their balance.

Related

  • Credit Notes — the document a delayed credit becomes

More in Payments

All of SalesAsk about Delayed Credits