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To select open credits to apply as payments

  1. From Billing, select Enter and edit payments. The Enter and edit payments window opens.
  2. Click New.
  3. Tab to the ID field and enter the customer's ID or select the lookup icon to select an ID and press Tab.
  4. Enter the code for the marketing program or contact type that prompted this payment in the Source Code field.
  5. Enter an asterisk (*) in the Check/CC field and press Tab. The Select Open Payments window opens and displays a list of open credits for that individual that can be applied as payments.
  6. Select an open credit by double-clicking the payment you wish to apply.
  7. (Optional) Click All if you wish to select an open credit from another account to apply to this customer's account.
  8. Enter the amount in the Pay Amount field and press Tab.
  9. Click Save.

See Also

Using Open Credit Balances as Payment (*Tab)


ASI logo 10.5 Production Release. Updated 10/5/2005 3:12:31 PM
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