Gifting and deducting credits

Avatar
by Ryan Hallett
Follow

From your 'My Hub' page (please see below)

On the left hand side of your account, you will see the side menu where you can select 'Contacts'.

New Hub.png

New Contacts.png

 

Select the client's profile

Screen_Shot_2019-10-08_at_09.14.44.png

Then Click 'Financials' from the list below the client's profile picture followed by 'Credits'

Screen_Shot_2019-10-08_at_14.38.43.png

Here you will be able to both 'Gift' and 'Deduct' credits to that client's account.

Screen_Shot_2019-10-08_at_14.42.47.png

Comments

0 comments
Please sign in to leave a comment.