Apply Credit
There are two ways to apply credit to invoices:
- Use the Customer Information Applied Credits page to apply credit to a single customer's account. To access page:
- Menu Path: Choose Billing & Receipts, then choose Miscellaneous Billing, then choose Customers. Select Customer Information.
- Use the Online Invoice Applied Credits page to apply credit to a single invoice. To access this page:
- Menu Path: Choose Billing & Receipts, then choose Miscellaneous Billing, then choose Invoices. Select Online Invoices.
After you post the credit, the system creates a reference number prefixed by the letters AC (Applied Credit) to identify the credit, for example, AC00000001.
Apply Credit
- Choose the page from which to apply the credit:
- Customer Information
- Online Invoices
- Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
- Select the desired record, then click Actions on the action bar. Choose Apply Credit.
- Click Add New.
- Enter the Applied Credit Date and Comment as needed, then click OK.
- Enter the Applied Credit Amount, then click OK.
- Distribute the applied credit amount in the Amount Applied field. You can click Auto Apply to have the system distribute the credit automatically.
- Click Actions on the action bar, then choose Save Applied Credit.