Clearing a Credit

Clearing a credit allows you to indicate that it has been returned to your customer. Like applied credits, cleared credits won't show up as unapplied credit total on the orderpad.

On the Accounting Tab

1. Go to Customers > Manage Customers.
2. Search for your customer by Account. Use other filters (e.g. Company or State) to narrow down your search.

   

3. Click the Account Link. as shown in our example screenshot above. 

   

4. Click on the Accounting tab. (The link in our screenshot above, not the Accounting menu option that you use to access features such as the Daily Batch.)
5. Click on the Credits tab.

   

6. Click the Clear icon  next to the credit you would like to clear.

   

7. Select a Payment Method from the dropdown. Click Submit. The status on the credit will change to Cleared.

IMPORTANT: For overpayment credits, if you return to the same credit card method that you used to make the original payment, it will refund the credit to the customer as well.

There is also a tickbox allowing you to return to another card, if your gateway permissions are set up to allow it:  (If you attempt to use this feature and see a 'denied' error, it may not be a feature allowed by your gateway.)

NOTE: If you have an unapplied credit that you would like to no longer show as unapplied, but don't wish to return to the customer, you can clear to the method 'DELETED.' Note that this will still be treated as cleared on any credit reports.

On the Order Detail Page

This option would only be used for credits that were created on a specific order: this includes product credits generated using Return or overpayment credits created by editing an order so that its total is less than the payments applied to it.

1. Go to Orders > View Orders.
2. Search for the order.

   

3. Click the Order ID link to go to the Order Detail page.

   

4. Scroll down to the accounting section of the order and find the credit you would like to clear.
5. Click the CLEAR link next to your credit.

   

6. Select your payment method from the dropdown menu and click submit. The status of the credit will change to Cleared.

IMPORTANT: For overpayment credits, if you return to the same credit card method that you used to make the original payment, it will refund the credit to the customer as well.

There is also a tickbox allowing you to return to another card, if your gateway permissions are set up to allow it:  (If you attempt to use this feature and see a 'denied' error, it may not be a feature allowed by your gateway.)

NOTE: If you have an unapplied credit that you would like to no longer show as unapplied, but don't wish to return to the customer, you can clear to the method 'DELETED.' Note that this will still be treated as cleared on any credit reports.