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To view open credits from an import

If the payment amount imported was larger than the total outstanding balance for a customer, the amount of the overpayment automatically creates an open credit. To view overpayments by an individual, perform the following steps:

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Click Find and enter the customer ID, then click OK.
  3. Select the AR/Cash tab to view the customer's AR/Cash information.
  4. Double-click the entry with the overpayment to open the Transaction Ledger window.

See Also

Using iMIS AR Importer

To enable the iMIS AR Importer module

To format data for import

Example Import File

To review history before importing transactions

To perform the import

To verify the import


ASI logo 10.6 Production Release. Updated 10/5/2005 3:10:51 PM
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