To apply a credit balance from Enter and edit payments
- From Service Central, select Enter and edit payments to open the Enter and edit payments window.
- Click New.
- Press Tab and enter an Id, or click the lookup icon to select an Id.
- Press Tab. The system populates the Enter and edit payments window with the individual's payment information.
- Place your cursor in the Check/CC field and enter an asterisk (*), and press Tab to open the Select Open Payments window.
The view defaults to an individual view. If you press All, all customer records with an open credit balance displays. The above view is All.
Note: All credit balances from overpayments to Fund Raising or Accrual Dues items will be filtered out and will not display on the following window.
- Double-click on the line item or, highlight the line item and click OK. The system populates the Check/CC field with the invoice reference number of the original transaction that resulted in a credit balance. Make a mental or written note of the available credit balance.
- Enter the amount of the available credit balance you wish to apply in the Pay Amount field. Do not enter more than the amount of available credit balance.
- Select line item(s) by clicking the checkbox in the Pay column that you wish to pay with the credit balance.
- Click Save.