To apply a customer credit (from the Sales Register)

If you haven't already read the Customer Credits Overview, see Applying customer credits and issuing refund cheques for more information.

The Returns & Credits view of the Sales Register should be displayed.

  1. You can view credits for all or just one of your customers.

  1. A list of the customer's credits appears. Highlight the credit you wish to apply.
  2. Click the Apply to Sale button. The Settle Returns & Credits window appears, listing all open sales assigned to the customer.
  3. Depending upon your selections in the Preferences window, invoice amounts may appear automatically in the Amount Applied column in the scrolling list. This column is the area where you designate the sales to which you want to apply the customer credit. If amounts appear here, take a moment to review them.

  1. Enter the amount you want to apply in the appropriate field in the Amount Applied column.
  2. Enter the customer credit amount in the Finance Charge field, if you want to apply a customer credit to any unpaid finance charges the customer may have accrued.
  3. Enter a discount amount in the sale's Discount column, if you wish to give a discount to the customer for a particular sale.
  4. Click Record. At this point, a number of situations may occur:
  1. To balance the transaction, you can change either the total amount in the Amount Applied column or the amount that's displayed in the Credit Amount field.

  1. Click Record to apply the customer credit.