How do I issue a credit?

1. Open the customer's account and click the Charge tab.
2. Click the drop-down menu to the right of Type and change the option from Code to Credit.
3. Enter the Amount you wish to credit the customer.
4. In the field to the right of the drop dox (Now containing Credit), enter the reason for the credit, if desired.
5. If applicable, click the drop-down menu to the right of Container # to choose the related container.
6. Click Save F12 to record the credit.

When would I issue a credit?

A credit is a way to lower a customer's balance without recording a payment or changing the amount of a charge. Credits do not show up as taxable income on reports. Here are a few reasons you might issue a credit:

• A driver misses a pickup for one of your residential customers who calls in to complain;
• A roll-off customer is suddenly giving you a lot more business and asks you to cut him a break on a tip fee;
• You realize that a customer's balance is off by a small amount and it's easier to issue a credit to correct the balance than to comb through their history and find the problem.