WHMCS – How to Credit a client for money received
When you receive money from a client it should be recorded in WHMCS as a transaction. But if the payment is not for a specific invoice or the client has accidentally overpaid, the client’s credit balance should be increased accordingly. Adding credits via the “Manage Credits” popup would not appear on the transaction record as they are not transactions. So to credit a client and create a transaction:
- Navigate to Billing > Transactions List > Add Transaction tab.
- Enter the details of the credit,
- Tick the Credit checkbox
- Click Add Transaction.
This will ensure your accounting records are accurate and the Account Statement report is balanced.