To apply a credit balance from Process customer requests
Note: The Pay Amount field is the total of the line items checked for payment in the Pay column. Line items are automatically checked for payment except, Fund Raising (FR) and credit balances. If you go directly to the Enter and edit payments window (from Service Central, select Enter and edit payments), checkboxes in the Pay column are not automatically checked for payment.
The view defaults to an individual view. If you press
, all customer records with an open credit balance displays.Note: All credit balances from overpayments to Fund Raising or Accrual Dues items are filtered out and will not display on the Select Open Payments window.
10.6 Production Release. Updated 1/13/2006 10:44:29 AM
© Copyright by Advanced Solutions International, Inc.
All rights reserved.