Overview
You may apply all or a portion of a client’s A/R credit invoice. You MUST apply the credit to invoice(s) first before processing an actual payment.
Steps
Applying Full AR Credit to AR Invoice
Locate the client in the Customer/Contact file and click the Transfer button
Select to transfer the client to the “Payment” option
At the Payment screen, you must use the credit invoice first, before applying any real money payments. To apply one of the credit invoices to another invoice, click into the payment type field and select “None” from the drop down list. Enter 0.00 (no dollar sign) into the payment amount field.
To use a credit invoice in full; click on the credit you wish to use with the red check mark button. You MUST select the credit FIRST before you select the invoice you want to use it against.
Then select the positive invoice you want to use the credit towards
Click the “Accept” button on the top tool bar to finalize the transaction. This uses up the credit. Now you may process an actual payment for the remaining invoices if you have one.
Applying Partial AR Credit to AR Invoice
To apply a portion of a credit invoice to an A/R invoice, you’ll follow most of the steps above and modify the last couple of steps with this step:
Select the Credit you want to use in full with the red check mark, but then enter into the “Amount Applied” field and change the amount of the credit. You will need to make sure you don’t delete the minus sign inside the field.
Once the credit amount you want to use is correct, select the invoice you want to use it against with its red check mark.
Click the “Accept” button on the top tool bar to finalize the transaction. This uses up a portion of the credit. Now you may process an actual payment for the remaining invoices if you have one.