How To Issue Credits

 

 

WHMCS allows you to issue credits to your reseller hosting clients for purchasing orders by the client paying you in advance and utilizing the credits later, or they can be used in situations where the client has over paid or if there are any refund requests. The credit balance can be used against any invoices generated.

To add credits to a client’s account follow these steps.

Step 1:  Login to your WHMCS Account.

 

Step 2: Navigate to the Clients Section.

 

Step 3: Adding the Credit.

  • 3.1. Under the Clients Section, click View/Search Client.
How to issue credits, step 1
  • 3.2. Then search for the client name in the list and click on it to open up the client page.
  • 3.3. Under Invoices/Billing click Manage Credits. This will open up a new tab called Credit Management.
How to issue credits, step 2
  • 3.4 In the Credit Management window, click Add Credit.
How to add credits, step 3
  • 3.5 Enter the details like the Date, Description and the Amount you would like to add as the credit. Then click Save Changes. 

Once the credit is added you can click Close Window.

You can verify the credit balance under the account by looking at the Credit Balance field under the Invoices/Billing section.