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View Credits
Apply Credits
View Credits
A Contact Record shows any available credits on the Financial tab.
View the total credit amount, the invoice the credit originated from, and the credit status. Delete credits on this tab too.
Apply Credits
Invoice Records for contacts with credits will display their available credits.
On the Payments tab, click "Redeem Contact Credits."
Enter the credit amount, and click "Redeem Credits." You can redeem full or partial credit amounts.
If the credit doesn't cover the invoice total, click "Add Payment" to collect or record the remaining balance.
Any unused credits remain on the Contact Record.