Applying credits to customer invoices

Use credit transactions to apply miscellaneous credits and unapplied cash to customer invoices.

  1. Select Customer > Entry > Cash Receipt.
  2. Click OK to open a journal.
  3. Select the Apply Credits in the Type field.
  4. Specify the date.
  5. Click Next.
  6. Select a value in the Type field, and then specify the required information.
  7. Optionally, specify a ship to.
  8. If you interface to Check Reconciliation, specify a bank.
  9. Click Next.
  10. Select the check box in the Apply column for the credits you want to apply.
  11. Click Finish.
  12. In the Cash Receipts - Ready for Update window, click OK.
  13. When the transaction is complete, you are returned to the initial Transaction window. You can click Close to close the current GL journal, or enter another transaction in the current journal. If you close the journal, you must open a new journal if you enter a new transaction.
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