Bjohnson: Created page with "===General Description=== '''Default Menu Location''' Transaction >> Accounts Receivable >> Apply Credits File:Applying_an_Open_Credit_to_an_Invoice.PNG The above scree..."

2022-06-28T16:23:39Z

Created page with "===General Description=== '''Default Menu Location''' Transaction >> Accounts Receivable >> Apply Credits File:Applying_an_Open_Credit_to_an_Invoice.PNG The above scree..."

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===General Description===

'''Default Menu Location''' Transaction >> Accounts Receivable >> Apply Credits

[[File:Applying_an_Open_Credit_to_an_Invoice.PNG]]

The above screenshot is of the '''Apply Credits''' screen (CreditRec).

'''Function''' The Apply Credits screen is used to apply open credits in AR.

To apply an open credit, click '''New Credit Receipt''' and enter the customer ID (Custno) or customer name (Company). In the popup screen select the open credit to use in the next step.

Enter a '''Paid Date''' and select the open invoices to apply against.

Use the Pay checkbox field to select the invoices to apply the credit amount against. Click '''Save Credit Receipt''' to apply the credit.

[[Category: Accounts Receivable]]

Apply Credits - Revision history

Bjohnson: Created page with "===General Description=== '''Default Menu Location''' Transaction >> Accounts Receivable >> Apply Credits File:Applying_an_Open_Credit_to_an_Invoice.PNG The above scree..."