Credits are a fun way to build rapport and relationships with your client base. Maybe your business has a precendent for rewarding clients if they refer new clients to you, or maybe you give a discount after so many appointments. Whatever the case may be, you can use the "Add Credit" option for a client to include credits on a client's profile so you can keep track of them and add them to an invoice on down the road.
To add a credit for a client, navigate to the Payments tab of their Client Profile and find the "Add Credit" button at the top of the Payments tab:
Click the yellow button to "Add Credit":
This will bring up a small window where you can add in the reason for the credit, the credit amount, and the quantity for that credit. In this example, let's say we're giving Abigail a $10 credit because she referred Jennifer Smith, a new client, to us. In the add new credit window I'll put in a description that this is a "Referral credit for Jennifer Smith" and that the cost for the credit is $10 and the quantity is 1 (since she only referred one client):
Once this information gets typed in, the total will tally up. So long as you have the required fields filled in, you can click the "Add Credits" button to include the credits on the clients profile:
Once the credit is on the client's profile, you can use the blue "Edit" button to make changes to the credits values. You can also use the "Delete" button if you entered the credit in error and want to remove it from the client's record:
At this point, you could also select the checkbox to the left of the credit (and any other credits/charges listed here) to create an invoice from those items. Alternatively, you could click into one of the clients existing Open invoices and use the add line item option to add the credits to the invoice.