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To apply a prepaid amount to an open item

When a registrant prepays for an event and then transfers to another event, use this feature to apply the payment credit for the cancelled event to the new, open event.

  1. From A/R Cash, select Enter and edit transactions> Cash receipts to open the Enter and edit cash receipts window.
  2. Click New.
  3. Enter the ID number of the registrant in the Id field to locate their record.
  4. Press Tab to populate the window with the registrant's information.
  5. Select the event with the credit (negative) Balance.
  6. Enter a negative amount in the Amt Paid field.
  7. Select the event with the debit (zero or positive) Balance.
  8. Enter a positive amount in the Amt Paid field equal to the amount entered in Step 5. For example, enter 125.00 as opposed to
    -125.00
    .
  9. Click Save. The prepaid amount will be applied to the open event.

See Also

Transferring a Registrant to Another Event

To transfer a registrant to another event

To transfer a registrant back to the original event

To use the *Tab method to find open credit items


ASI logo 10.6 Production Release. Updated 1/23/2006 11:29:18 AM
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