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How do I record a credit for an owner?

This article describes how to give an owner a credit, and then how to apply the credit to an open charge. In the example below, we give an owner a credit for a referral.

To give an owner a credit

Open the Owner screen. Click Add Charge.

On the Charge screen, enter a negative amount.

Click Save.

The owner Ledger displays the credit.

Applying the owner credit

When you create a receipt for the owner, the credit charge appears along with any other open charges.

On the Receipt Information screen, you see the credit (-$50.00) and a charge for parking ($75.00). The Total shows the remainder is $25.00.

If the credit amount matches the charge amount exactly, the Total field displays zero, and the receipt is called a "zero receipt." No money is received, but you still need to create a receipt to use up the credit.

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