Articles on: PEOPLE

Client: How to Add credit in client (New Design)

Step 1. Login to the application using your valid credentials.



Step 2. Navigate to the Client module under the Contacts section.



Step 3. Locate the client you wish to process, then click on the three-dot menu at the end of the corresponding row.



Step 4. Click on Add credit option.



Step 5. Click on Save button.


Updated on: 14/07/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!