Add Customer Credit
How to Add Customer Credit in Muhasib ERP
Overview
Muhasib increases available customer credit or reduces the customer balance according to settings.
Who can do this
You need access to Customer Credit plus customer/account access and any override approval.
Before you start
Confirm the business reason, amount, date, reference, accounting treatment, supporting evidence, and approver.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Customer Credit.
Add Customer Credit
Step 1: Start a new customer credit
Step 2: Select the customer and date
Step 3: Enter amount, reference, account/reason, and notes
Step 4: Attach or retain supporting evidence according to policy
Step 5: Review whether a return or receipt is the correct workflow instead
Step 6: Save once
Check your work
Compare and Confirm the credit document, customer ledger, available credit, and general-ledger impact.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not duplicate credit already produced by a return.
- Reverse through the approved correction workflow instead of entering an unexplained offset.