Adding credits to client's accounts is a simple process that can be done in Global Sales. Credits will stay on accounts and can be used towards any future transactions or payments due.
After selecting a client in the household lookup screen, click $0.00 Payment.
You will be alerted that there is nothing in the shopping cart. Click Yes.
- Key in the amount being credited.
- Select the appropriate Pay Code.
- Click the Process button.
A message appears asking what you'd like to do. Select Apply Change As Credit and the transaction will be finished.
The account will show a credit the next time it is selected:
Customers can credit their own accounts online with PARKS DIRECT.
- Log in at www.pgparksdirect.com
- Click My Account
- Select Add Credit
