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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-apply 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.

  1. From Service Central, select Process customer requests, and click Payment Entry to open the Payment Entry window.
  2. Click New.
  3. Enter an Id and press Tab to populate the Payment Entry window, or click the lookup icon on the Id field to select an Id.
  4. Enter a check number in the Check/CC field.
  5. Enter the amount of the check in the Pay Amount field.
  6. Select the credit line item by clicking the checkbox in the Pay column.
  7. Click Auto-apply to apply the credit line item and check payment.
  8. Click Save.
  9. Close the window.

    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.

See Also

Applying a Credit Balance to a Specific Item

To apply a credit balance through the Process customer requests window


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