Credits in Curo365 can be added to any exiting Matter. For a guide on creating and accessing Matters, click here.
In order to add a Credit, first click on the Credits Entity on the left side of the screen.
Once in the Credits Entity, click +New at the top.
First, you’ll need to pick the Matter to which you’d like to apply the Credit. Pick a Matter to apply, describe the Credit, and finally, fill in an Amount for the Credit.
Once finished, click Save at the top of the screen.
Now that we’ve entered a Credit, we’ll need to apply it to a specific Bill, so click the Application to Bills tab on this same screen.
Next, choose New Credit Allocation.
First, choose the Bill to which you would like to apply some or all of the Credit by typing in the identifying Bill number or looking the Bill up with the Magnifying Glass.
Next, choose the Amount of the Credit that you would like to allocate to this specific Bill.
Finally, click Save and Close at the bottom.
You can repeat this process while money still persists in the Credit for other Bills. In order to see how many Credits have been applied to a specific Bill, go to that Bill in the Bills Entity and look on the right side for a section called Credits, shown below.
In this section, you can see the total dollar value of applied Credits, as well as the date of the most recently applied Credit.