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Applying a Credit Balance to a Specific Item

A credit balance is an overpayment that occurs when a customer unknowingly sends in too much money to pay an Unpaid Balance. You can apply an open credit balance in Service Central by selecting Process customer requests, and clicking Payment.

Note: Do not create credit and debit memos using the Service Central module; perform credit and debit memos only in the AR/Cash module.

Note: Overpayments (credit balances) to Fund Raising items are not recommended. Apply these overpayments to the Pre-Pay line. A message stating this appears at the bottom of the Payment Entry window.

Example of a credit balance line item

Scenario: A customer calls and places an order that is processed through the Process customer requests window. Now the customer wants to pay the Unpaid Balance. The customer has an open credit balance. When you open the Payment Entry window from the Process customer requests window, all items except the credit balance are automatically selected (checked) for payment. The Pay Amount has been generated to equal the amount of all selected line items (except Fund Raising line items).

In This Section

To apply a credit balance through the Process customer requests window

To apply a credit balance using Auto-apply

See Also

Request and Payment Processing

Overview

Processing Orders and Event Registrations

Creating an Open Cash Dues Item for a New Customer

Processing Fund Raising Gifts and Pledges

Processing Payments

Applying a Credit Balance Using *TAB

Processing List Payments


ASI logo 10.6 Production Release. Updated 7/25/2005 4:23:29 PM
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