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To apply a credit balance through the Process customer requests window

  1. From Service Central, select Process customer requests to open the Process customer requests window.
  2. Open the customer's record and select Outstanding from the View drop-down list.
  3. Click Payment to open the Payment Entry window.
  4. Select the credit item by clicking the Pay checkbox. This applies the credit to all items that were automatically selected for payment.
  5. Click Save.

    Note: If you only select the open credit line item for payment or multiple open credit line items, when you click Save to apply the credit, a message displays informing you that you have only selected credit items for payment. Click No to select more unpaid items for payment, or click Yes to have the system apply the credit.

See Also

Applying a Credit Balance to a Specific Item

To apply a credit balance using Auto-apply


ASI logo 10.6 Production Release. Updated 1/13/2006 10:44:33 AM
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