- Click Receive Payment.
- Select Family (Click on the magnifying glass, search account in Last Name Filter) Select.
- Enter Date.
- From Credit Type drop-down select the name of your GL code to be credited. (Additional credit types can be added in Preferences->Setup -> Payment Types.)
- In the Payment Allocation Detail window, enter the credit amount for ONE Charge.
- Click Back.
- Enter that amount in the Amount field at the top of the window.
- Select the Credit Type/Discount from the drop down list. If you do not see the one you need, click Cancel and create it.
- Click Save and Close or Save and New if you need to issue more Credit Memos.
- The Account Balance will be reduced by each Credit Memo you issue.
Applying a Credit to an Invoice
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