The *Tab command sequence, when entered in the Check/CC field on the Dues/Subscription Payments by Individual or Enter and edit payments window, allows the application of open credit balances as payment for additional items through the Select Open Payments window.
The Select Open Payments window displays a list of open credits that can be applied as payment to an individual customer's account.
Select Open Payments window showing all open credits for individual
Use the scroll bar at the bottom of the window to view the batch number, the amount of the credit, company name, city and state, the reference number of the credit transaction, and the system through which it was generated. In addition, the Indiv option.
and buttons are available on these windows to toggle between the individual customer's available credit and all open credits currently in AR. Open credits may be applied to any other customers' accounts by selecting an item in the "All" view. To return to the individual customer's open payments, select theTo apply an open credit, simply double-click the appropriate line and enter the payment amount you wish to apply. It can be all or part of the amount of the credit. If you attempt to apply a payment amount that exceeds the amount of the credit, a message is displayed asking you to confirm the creation of an AR item for the overpayment. After the payment is applied, the Trans.INVOICE_REFERENCE_NUMBER will be the same for both the customer whom the credit came from, and the customer to whose account the credit was applied.
10.5 Production Release. Updated 7/15/2005 4:22:02 PM
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