Guide: Credit and payments
What this does
Explains transaction payment capture and credit account updates.
Why it matters operationally
Payment mistakes create reconciliation drift and credit disputes.
Proof from live product behavior
- Pick payment method in Sales.
- Add reference details for Zelle where needed.
- Complete checkout and review Sale Details if edits are needed.
- Use Credit Management for extension and payment actions.
What's in beta / current limitations
- Credit reassignment has role restrictions by design.
- Advanced report depth is still limited.