# Bulk update to Customer credit - no field for CX name

**URL:** <https://forum.manager.io/t/bulk-update-to-customer-credit-no-field-for-cx-name/2770>\
**Category:** Uncategorized\
**Created:** [April 27, 2015, 10:02am UTC](https://forum.manager.io/t/bulk-update-to-customer-credit-no-field-for-cx-name/2770 "2015-04-27T10:02:28Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![petea](https://avatars.discourse-cdn.com/v4/letter/p/50afbb/32.png) [@petea](https://forum.manager.io/u/petea)\
**Post date:** [April 27, 2015, 10:02am UTC](https://forum.manager.io/t/bulk-update-to-customer-credit-no-field-for-cx-name/2770/1 "2015-04-27T10:02:28Z")

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I tried bulk update to customer credit and it does not give me option to select the customer.

Is this a bug or do I have to manually select each receipt??

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [April 27, 2015, 1:32pm UTC](https://forum.manager.io/t/bulk-update-to-customer-credit-no-field-for-cx-name/2770/2 "2015-04-27T13:32:33Z")

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Exactly what do you mean by a bulk update to customer credit? `Customer Credits` is a control account (meaning you cannot delete it) with subaccounts for individual customers. So, no, you cannot just change the total as it appears in `Summary`. If there is a balance there, that means you have, at some point, entered a transaction for a customer that was out of balance with what they owed at the time. Click on the blue account balance in Summary to see a list of what makes up Customer Credits. Any non-zero balance will point you towards the source. You will need to update existing or enter new transactions for that customer.

If you mean something else, please explain.

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**Author:** ![petea](https://avatars.discourse-cdn.com/v4/letter/p/50afbb/32.png) [@petea](https://forum.manager.io/u/petea)\
**Post date:** [May 4, 2015, 1:57pm UTC](https://forum.manager.io/t/bulk-update-to-customer-credit-no-field-for-cx-name/2770/3 "2015-05-04T13:57:03Z")

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In “Uncategorised Receipts”, I do a search for rows containing a business name. I then would like to apply these to a customer’s account via “Customer Credits.” When I choose the account “customer credits”, It doesn’t allow me to select the customer’s account i wish to apply these credits to. I have to manually do it to each receipt.

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [May 6, 2015, 1:57am UTC](https://forum.manager.io/t/bulk-update-to-customer-credit-no-field-for-cx-name/2770/4 "2015-05-06T01:57:03Z")

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This is currently unsupported. Mostly because customer credits were added after bulk categorization. I’m working on more flexible approach called `Bank Rules` (look under `Settings` tab) where you will be able to set permanent rules how to bulk-categorize imported transactions and it will include “Customer Credits” support.

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:38pm UTC](https://forum.manager.io/t/bulk-update-to-customer-credit-no-field-for-cx-name/2770/5 "2023-01-18T15:38:02Z")

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