FAQ #: 55
How do I apply credit memo's that are on a customer's account?

If a customer has credit memos, either from Order Entry or unapplied credits that have been left in Cash Posting, you can "pick up" these credits and apply them to invoices and debit memos in the Cash Posting procedure.

1. Highlight the credit memo in the list box. Credit memos can be easily recognized by the negative sign in front of the amount. The system will recognize that you are "picking up" a credit memo and enable the "Use Credit" button.

2. Click on the "Use Credit" button. If you only wish to use part of a credit memo, click on the "Ov erride" button and enter the amount of the credit memo that you wish to apply.

3. The amount of the credit applied will be added into the cash amount.

4. Apply payments as normal in the Cash Posting mode.

Tips

You can review the amounts entered and "picked" up in the "Applied/Unapplied Totals" choice of the Apply menu.