To apply a credit balance using Auto-apply
A customer sends a check to make a partial payment on an unpaid balance. The customer has an open credit balance. In this scenario, you would open the Payment Entry window from the Service Central menu.
When you open the customer record, no line items are selected for payment. You will enter a check number and the amount of the check. To apply the open credit, select the credit line item by checking the box in the Pay column.
The amount of the credit is added to the Unapplied Amount and the Pay Amount is not affected. If you press the Auto- button, the entire Unapplied Amount (including the Pay Amount and credit) is auto-applied to the Unpaid Balance in order of priority.
Note: Fund Raising line items (FR) are not paid using Auto-apply.
From Manage customers, find a customer record.
Note: If you reopen the Payment Entry window or the Process customer requests window with the same record, the credit does not display in either window.
10.6 Production Release. Updated 1/13/2006 10:44:37 AM
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