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.
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.