Creating a new credit types:

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “credit types”.
• Click the “add” button located in the upper left hand corner.
• Complete the required fields in the “add new credit types” pop-up and click save to store changes.

Editing credit types:

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “credit type”.
• Highlight the credit type, then click the “edit” button located in the upper left hand corner.
• Make necessary changes and click save to store changes.

(Note: A user can edit credit type simply by double clicking on the credit type and activating the pop-up.)

Deleting credit type:                                            

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “billing” then “credit type”.
• Highlight the credit type, then click the “delete” button located in the upper left hand corner.
• Confirm your action by selecting yes in the pop-up screen.