To apply a customer credit (from the Customer Payments window)
If you havenít already read the Customer Credits Overview, see Applying customer credits and issuing refund checks for more information.
To view sales for one customer, select Customer in the Search by field, then enter the customerís name in the second field.
If you marked the Apply Customer Payments Automatically to Oldest Invoice First option in the Sales view of the Preferences window, amounts will appear next to the oldest invoices at the top of the scrolling list in the Settle Returns and Credits window. AccountEdge is suggesting that you apply the credit to the customerís oldest open sales; however, you can apply the credit amount to any one transaction -- or you can divide it among many transactions -- in the list. Keep in mind, however, that the total amount you apply in the Amount Applied column must equal the amount that appears in the Credit Amount field.
If you change the Credit Amount fieldís amount, keep in mind that you can enter an amount less than the original customer credit amount only. If you choose to do this, the customer credit wonít be fully applied; the remaining amount will continue to appear as a customer credit.
Keyword: credit invoices
To apply a customer credit (from the Customer Payments window)