To select open credits to apply as payments
- From Billing, select Enter and edit payments. The Enter and edit payments window opens.
- Click New.
- Tab to the ID field and enter the customer's ID or select the lookup icon to select an ID and press Tab.
- Enter the code for the marketing program or contact type that prompted this payment in the Source Code field.
- Enter an asterisk (*) in the Check/CC field and press Tab. The Select Open Payments window opens and displays a list of open credits for that individual that can be applied as payments.
- Select an open credit by double-clicking the payment you wish to apply.
- (Optional) Click All if you wish to select an open credit from another account to apply to this customer's account.
- Enter the amount in the Pay Amount field and press Tab.
- Click Save.