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Apply Credit

There are two ways to apply credit to invoices:

  1. 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.
  2. 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

  1. Choose the page from which to apply the credit:
    • Customer Information
    • Online Invoices
  2. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
  3. Select the desired record, then click Actions on the action bar. Choose Apply Credit.
  4. Click Add New.
  5. Enter the Applied Credit Date and Comment as needed, then click OK.
  6. Enter the Applied Credit Amount, then click OK.
  7. Distribute the applied credit amount in the Amount Applied field. You can click Auto Apply to have the system distribute the credit automatically.
  8. Click Actions on the action bar, then choose Save Applied Credit.
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