To provide a client with a complimentary credit, begin by pulling up their customer's account. Select the Credits tab on the left side, then click on the button to Give Credits.
If you do not see the Give Credits button it is because your role does not allow for this permission.
Select the Credit Type, the quantity, date of expiration, and reason. The default expiration date is midnight local time on the selected expiration date at the very start of the day.
The credit will then be listed as a payment option with the word “Complimentary” preceding the name credit type.
You are not able to provide the customer with a complimentary credit package, only the credit type and quantity.