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:

  1. On the Credit Card Payment Information form, select the customer.
  2. In the Transaction Type field, specify Return.
  3. In the Reference field, specify Open.
  4. To automatically process the open payment:
    1. Select Auto Post Open Payment.
    2. Specify the credit card information and click Process. A Posted Open Payment is generated on the A/R Posted Transactions Detail form.
  5. Alternately, to manually process the open payment:
    1. Clear the Auto Post Open Payment check box.
    2. Specify the credit card information and click Process. An Open Payment is generated on the A/R Payments form.
    3. Use the standard process to apply the payment to the specific invoice, if applicable.
    4. Use the standard process to post the payment.
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