Trinexum Resource Center

How to add online credit

Last Updated: Jan 14, 2016 11:21AM CST
Before adding online credit to a person's account you will need to create a credit type. For instructions on how to create a credit type, click here.

To add online credit, follow the instructions below:
 
  1. Back Office>People>Manage Credits
  2. Search for the name of the person you would like to give credit
  3. Expand the Adjustments area of the page
  4. Select Add Credit as the adjustment type
  5. Enter the Amount and Reason, and select a Credit Type from the drop-down menu
  6. Click Submit

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