Customising Credit Requests
Learn how to create templates for credit requests
Sam Linge avatar
Written by Sam Linge
Updated over a week ago

Can I create templates for my credit requests?

If you offer packages, for example, 10 hours of tutoring at a specific price, you can create templates for your credit requests. If you go to your System > Settings > Accounting Settings > Credit Request Categories then you can create a category for your Credit Requests.

From here, you can set a default amount and a default description for a specific category so that when you create a Credit Request, the fields are filled in automatically.

Set up your packages to select from when creating a Credit Request.
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