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.
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