How to properly credit an account?

[scott_see]

I'm trying to credit an account for six months of hosting. I went to transations and put the $ in Amount Out and checked Add to Client's Credit Balance. Then I went to Summary and clicked on Manage Credits. The transaction appeared with a zero balance. So I added the $ amount there. (Which can't be the way it's supposed to be done.) And now at the Summary, there's a negative Income and Zero Credit Balance. None of this seems right.

 

So I went in and deleted the Transaction that credited the account, but it's still listed in Credit Management. Strange that adding a Transaction adds a credit in the Credit Management window, but deleting a credit Transaction doesn't delete the credit in the Credit Management window. So I'm going to delete that credit in the Credit Management window and try something else.

 

Now I added a credit in Credit Management. The Credit Balance appears in Summary now. But it doesn't show up in Transactions. Is that as it should be?

 

Is this the best way to do it? Add credits in Credit Management?

 

Thanks, and hopefully this post can result in a best practices for crediting customers.

 

Scott See

 

p.s. Believe it or not, I did search the forum first and didn't find anything definitive on this.