Edit and Delete Client Credit Entries

Hi there,

Managing client credits just got more flexible. You can now edit or delete credit entries directly from a client's profile — making it easy to correct mistakes or remove credits that were added in error.

What's New:

- An Edit button on each credit entry opens a modal to update the amount, description, or status

- A Delete (trash can) icon removes the entry after confirmation

- A confirmation prompt appears before any deletion so nothing is lost accidentally

- Both actions are permission-based

How to Use It:

- Go to Clients and open a client's profile

- Scroll to the Credits section

- Click Edit to modify a credit entry, or the trash can icon to delete it

- Confirm the action in the prompt that appears

Benefits:

- Fix credit entries without needing admin workarounds

- Clean up test entries or errors quickly

- Full audit control with permission-based access

If you have any questions, please reach out to our team through the chat or by emailing [email protected].