Gifting and deducting credits

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by Bruce Milne
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From your 'My Hub' page (please see below)

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If you go to the 'Menu' icon in the top right...

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then select 'Contacts' from the options

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Select the client's profile

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Then Click 'Financials' from the list below the client's profile picture followed by 'Credits'

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Where you will be able to both 'Gift' and 'Deduct' credits to that client's account.

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