Apply Credits

Apply Credits to a Customer Record

Use the Customer Record Center to apply credits to a single customer's account. Upon posting the credit, the system creates a reference number prefixed by the letters AC (Applied Credit) to identify the credit. For example, AC00000001.

1. From Billing & Receipts, select Miscellaneous Billing, select Customers, then select Customer Information.
2. Enter criteria identifying the records, then click Find. To run an advanced search, click Advanced.
3. Select the desired record, then click Actions on the action bar. Choose Apply Credits.
4. Click Add New.
5. Change the default Applied Credit Date and enter comments if needed.
6. Click OK.
7. Enter the Applied Credit Amount.

8. Click OK and enter the amounts in the Amount Applied column.

   

   If you use Auto Apply, the system distributes the credits to the oldest invoice first.

9. Click Actions on the action bar, then choose Save Applied Credit.

Apply Credits to an Online Invoice

Use the Online Invoices Applied Credits page to apply credits to a single invoice. Upon posting the credit, the system creates a reference number prefixed by the letters AC (Applied Credit) to identify the credit. For example, AC00000001.

1. From Billing & Receipts, select Miscellaneous Billing, select Invoices, then select Online Invoices.
2. Enter criteria identifying the records, then click Find. To run an advanced search, click Advanced.
3. Select the desired record, then click Actions on the action bar. Choose Apply Credits.
4. Enter the Applied Credit Date and comments if needed.
5. Click OK.
6. Enter the Applied Credit Amount.

7. Click OK to distribute the credit manually by entering the amounts in the Amount Applied column for each item.

   

   If you use Auto Apply, the system distributes the credits to the oldest invoice first.

8. Click Actions on the action bar, then choose Save Applied Credit.