Processing a Return as an Open Credit
If a credit is displayed as an open credit to be applied later to an invoice, use these steps to credit the order:
- On the Credit Card Payments form, select the customer.
- In the Transaction Type field, specify Return.
- In the Reference field, specify Open.
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To automatically process the open payment:
- Select Auto Post Open Payment.
- Specify the credit card information and click A/R Posted Transactions Detail form. . A Posted Open Payment is generated on the
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Alternately, to manually process the open payment:
- Clear the Auto Post Open Payment check box.
- Specify the credit card information and click A/R Payments form. . An Open Payment is generated on the
- Use the standard process to apply the payment to the specific invoice, if applicable.
- Use the standard process to post the payment.