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Applying Credit Balances to Other Customers

When in the All view, any open credit balance can be applied to a customer's account for which you are entering payment. For example, if a customer is an employee of the XYZ Corporation and XYZ has an open credit balance, you can apply XYZ's credit balance as payment for the customer's order.

After applying a credit, the Trans.INVOICE_REFERENCE_NUMBER will be the same for both the customer who generated the credit balance and the customer for whom the credit balance was applied.

In This Section

Select Open Payments window

See Also

Applying Credit Balances as Payment

Using the *Tab Command

To apply a credit balance as payment


ASI logo 10.6 Production Release. Updated 7/7/2005 10:14:14 AM
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