Account Credits Screen

Last verified with: 10.8.6.0

Overview #

This screen is used to review, add, edit, disburse, reverse, and delete credits on the account, subject to the state of the selected credit. Credits can be issued against services, optionally disbursed to unpaid invoices, and can also carry tax-related attributes when the selected service and tax settings require them.

The screen supports both editable manual credits and read-only credits that have already progressed into later operational states. Depending on the selected credit, some actions or fields may become unavailable, such as when the credit has already been invoiced, has been reversed, is voiding or voided, or is no longer eligible for deletion.

Credits Panel #

The Credits panel on the left lists the credits that exist on the account. Select a credit in this panel to review its details on the right.

Actions #

Icon	Description
	Opens the reverse-credit flow for an eligible saved credit
	Deletes the selected credit
	Adds a new credit

Credits List #

The credits list shows saved credits together with status-related information such as remaining undistributed value or whether the credit has already been disbursed.

Edit Credit Panel #

The panel on the right displays the details for the selected credit.

Fields #

• Date: The credit date.
• Posting Date: The posting date used for reporting and fiscal-period recognition.
• Period Start: The start of the period the credit applies to, when a service period is relevant.
• Period End: The end of the period the credit applies to, when a service period is relevant.
• Account: The account the credit is issued against.
• Quantity: A multiplier used to determine the total credit amount from the selected service and pricing context.
• Amount: The total amount of the credit.
• Price Book: The price book context used when selecting the service.
• Service: The service the credit applies to.
• Credit Display Type: Controls whether the credit is shown on the invoice, on a credit note, or in both locations when those display options are available.
• Automatically Disburse: Controls whether the credit is automatically disbursed to unpaid invoices.
• Tax Inclusive: Indicates whether tax is calculated within the credit amount rather than added on top of it.
• Issued Invoice: The invoice the credit was issued to, when applicable.
• General Ledger: The general-ledger code associated with the credit.
• Service Tax Category: The service tax category associated with the credit.
• Detail: The descriptive detail for the credit.
• Created By: The user who created the credit.

Unpaid Invoices Tab #

The Unpaid Invoices tab lists unpaid invoices that can receive disbursements from the credit. When automatic disbursement is not being used, this tab is where manual invoice selection and disbursement amounts are managed.

Disbursements Tab #

The Disbursements tab lists invoice disbursements that have already been applied from the credit. For eligible credits, disbursement entries can be undone from this tab.

Taxes Tab #

The Taxes tab lists any taxes that were applied to the credit. When taxes are present, the tab shows the tax name, tax code, tax rate, and amount values. When taxes are not present, the tab shows an informational message indicating whether no tax applies or whether tax is still pending based on the credit state.

Guides #

Adding Credits #

1. In the Credits panel, click Add.
2. Enter the core credit details, including Date, Posting Date, Account, Quantity, and Amount.
3. Select the Price Book and Service if the credit should be tied to a service context.
4. Set Credit Display Type and Automatically Disburse as needed.
5. If required, set General Ledger, Service Tax Category, and Tax Inclusive.
6. Enter the Detail for the credit.
7. Save the credit.
8. If the credit is not set to automatically disburse, use Unpaid Invoices to select invoices and enter manual disbursement amounts.

Editing Credits #

1. In the Credits panel, select the credit you want to update.
2. Modify the available credit fields.
3. If the credit is eligible for manual disbursement changes, update the selections in Unpaid Invoices or Disbursements as needed.
4. Save the changes.

Reversing Credits #

Use Reverse for eligible saved credits.

1. In the Credits panel, select the credit you want to reverse.
2. Click Reverse.
3. Enter the reversal details required by the reverse-credit flow, such as the reversal date, posting date, and optional detail.
4. Confirm the reversal.

Deleting Credits #

Only eligible credits can be deleted.

1. In the Credits panel, select the credit you want to remove.
2. Click Delete.
3. Confirm the deletion when prompted.