To use the *Tab method to find open credit items
- From A/R Cash, select Enter and edit transactions> Cash receipts to open the Enter and edit cash receipts window.
- Click New.
- Enter the ID number of the registrant in the Id field to locate their record.
- Press Tab to populate the window with the registrant's information.
- Enter * in the Check/CC field.
- Press Tab to open the Select Open Payments window and find any open credits for the individual.