The *TAB feature allows you to apply a credit to a customer record. A credit balance is a result of an overpayment that occurs when a customer sends in too much money to pay an Unpaid Balance. You can use *TAB in Service Central for dues/subscriptions (including cash and accrual methods (SUB)), Meeting (ME), Orders (OE), Fund Raising (FR) and AR/Cash (INV) transactions.
The *TAB feature works through the Process customer requests window and directly through the Payment Entry window. There are some differences in how payment information is presented depending on which process you choose to use.
The following procedures address using *TAB through the Process customer requests window then accessing the Payment Entry window and directly through the Payment Entry window only.
10.6 Production Release. Updated 7/25/2005 4:23:30 PM
© Copyright by Advanced Solutions International, Inc.
All rights reserved.