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Applying a Credit Balance Using *TAB

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.

In This Section

To apply a credit balance from Process customer requests

To apply a credit balance from Enter and edit payments

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 to a Specific Item

Processing List Payments


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