Credit Descriptions

The default credit items are free-form text under the ‘Add Credit’ button in the billing account. If, however, you want to update that so your staff can only select from a dropdown box, you need to create credit descriptions.

• First, you will need to update your Permissions under 'Users' to 'Credit Description (all)'
• Ensure you read the information provided on the screen before setting up credit descriptions
• Click on 'Credit Credit Descriptions'
• Enter a description to select from
• Click 'Confirm'

Repeat for all the descriptions you would like added.