You can easily add credit to a customer’s account from their profile. Follow the steps below:
Steps to Add Credit
Navigate to the Customers tab from the main menu.
Search and open the respective customer
Go to Unpaid Invoices
Inside the customer profile, click on Unpaid Invoices Tab.
On the left-hand side, click on “New Credit”.
Enter Details
Add the credit amount
Include a note/reason (recommended for tracking)
Click Save to apply the credit.
Issuing a Credit for a Specific Line Item
To issue a credit for a specific line item in an order or job:
Open the target line in the order or job.
Select Request a Part (or the equivalent option for adding a part entry).
Set the Source to "Found."
Enter the credit amount as a negative value in the Cost field (e.g., -25.00).
Save the changes. This will record a credit against the specific line item.
Important Note
Credits added through this method are only recorded within ShopView.
These credits do not sync with QuickBooks (QBO) or any other external accounting system.
They will only be visible and usable within the customer’s profile in ShopView.
Ensure you manually adjust your accounting records to maintain alignment after adding credits in ShopView.