How to manually apply customer credits to invoices

Applying Customer Credits

Under normal circumstances, cash receipts received by customers are applied automatically to the invoice if the cash receipt is generated from the invoice.    In the case of Sales Order Prepayments, the prepayment is applied automatically to the invoice when it is generated from the Sales Order.      If the cash receipt isn't attached to an invoice or a sales order or if the credit originated elsewhere, it will leave an unapplied payment on the customers account.     These unapplied credits can be applied to any unpaid invoice by using the Apply Customer Credits document in the Sales Module.

To apply an unapplied cash receipt to an invoice:

  1. Navigate to Sales / Apply Customer Credits.
  2. Click Create / New.
  3. Enter the Customer Name
  4. A list of unpaid invoices will appear on the left and a list of unapplied payments will appear on the right.
  5. Check the checkboxes next to the invoices to pay and credits to use.
  6. Adjust the amount to apply if necessary.
  7. Click Save and Close.