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To apply a credit balance from Process customer requests

  1. From Service Central, select Process customer requests to open the Process customer requests window.
  2. Click Find to locate the customer's record.
  3. Click Payment to open the Payment Entry window.

    Note: The Pay Amount field is the total of the line items checked for payment in the Pay column. Line items are automatically checked for payment except, Fund Raising (FR) and credit balances. If you go directly to the Enter and edit payments window (from Service Central, select Enter and edit payments), checkboxes in the Pay column are not automatically checked for payment.

  4. 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.

    Note: All credit balances from overpayments to Fund Raising or Accrual Dues items are filtered out and will not display on the Select Open Payments window.

  5. Make a mental or written note of the available credit balance. Double-click on the line item or, select the line item and click OK. The system returns to the Payment Entry window.
  6. 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 the available credit balance.
  7. Click Save. The system populates the Check/CC field with the invoice reference number of the original transaction that resulted in a credit balance.

See Also

Applying a Credit Balance Using *TAB

To apply a credit balance from Enter and edit payments


ASI logo 10.6 Production Release. Updated 1/13/2006 10:44:29 AM
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