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How can I record an account credit for a client?
How can I record an account credit for a client?

Here's how you can use the notes section on your contacts to record their account credits

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Let's say your client get an account credit on a project and you want to make note of this.
If you're on a project, you can click their name to open their profile

Then you can click the pencil in the top right to edit their profile

Next, add in the notes into the Notes section

Now you'll be able to see the notes on their profile

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