1. Open eGenuity software
2. Select Accounts Receivable from top panel menu
3. Select My Accounts from left panel menu
4. Click on Accounts Receivable icon
a. Select Search (F7)
i. If necessary, complete the required search criteria. Dependent upon number of existing accounts ii. Double-click on desired account to enable editing
5. Select Transactions tab
a. Click Create Credit button
i. Credit Amount: Enter, in dollars and cents, the amount of the credit
ii. New Balance: Updates account balance automatically
iii. Explanation: Enter reason for the credit
iv. Save (F5)
