Create a New Client Credit

Creating Client Credits in SapphireOne is necessary for issuing refunds or adjustments to Client accounts. This process ensures that all client transactions are accurately recorded and applied to the appropriate invoices and journals.

1. Navigate to Accounts > Receivables > Data Entry and select the Client Credit item. SapphireOne will display the Client Credit Entry screen ready for data entry
2. SapphireOne will place the cursor in the Client ID data entry field. Enter the required Client ID or choose the Client ID from the provided list.
3. Complete the necessary fields, including Credit Date, Amount, and any additional notes. Pay attention to dates as SapphireOne will automatically enter most of them as setup from default settings.
4. Finalise the Client Credit by clicking on the green tick button on the main toolbar.

For more detailed information, refer to the Accounts > Receivables > Client Credit article.