Published at: 2026-10-12

Repay credit

Post a payment to the credit account to release occupied credit.

Overview

First check Credit Occupied Amount on the credit account balance. When you create a payment, selecting the credit account is Required. Otherwise occupancy is not released.

Before you begin

❗
  • Credit Management and Customer Fund Account are enabled.
  • The CRM account has unreleased credit occupancy.
  • Payment posting accounts are limited by posting authorization.

Steps

  1. Open the credit account balance and check Credit Occupied Amount.
  2. Create a payment for the CRM account.
  3. Set the posting account to the credit account.
alt text alt text 4. Submit the payment and complete posting.
  1. Return to occupancy details and the credit balance to confirm occupancy was released.
⚠️
Always post repayment to the credit account. Posting to another new account does not release the credit limit. If you do not choose the credit account, the system prompts you to post to the credit account.
alt text ## Expected result
  • The payment is posted to the credit account and an income log is created.
  • The matching credit occupancy is released and the credit balance is restored.

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