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To apply a credit balance as payment

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Enter or open an order. (See Entering Orders or Finding Orders.)
  3. While in the Edit mode, select the Payments tab.
  4. Enter an asterisk ( * ) in the Check # / CC field.
  5. Press Tab to open the Select Open Payments window.
  6. Select the open credit balance you want to apply as payment from either the Individual or All view.
    • Click Indiv to display all of the open credit balances for a given customer.
    • Click All to display all of the open credit balances for all of your customers.
  7. Click OK to close the Select Open Payments window.
  8. Enter the amount of the credit balance you are applying as payment in the Payment Amount field. The credit balance's reference number will display next to the asterisk in the Check # / CC field.
  9. Click OK to apply the credit balance as payment. The amount of the credit balance you entered in the Payment Amount field will display in the Paid field on the Overview tab.

See Also

Applying Credit Balances as Payment

Using the *Tab Command

Applying Credit Balances to Other Customers


ASI logo 10.6 Production Release. Updated 10/5/2005 3:40:22 PM
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