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2.6. Credit Application

1.    From the Software menu, select Accounts Receivable | Credit Application.

2.    In the Client field, enter the Client Number of the account to which the credit is to be applied.  If you do not know this number, click on the Search icon adjacent to the blank field, and use the Search Engine to locate the Client of interest.

3.    If required, type a brief explanation of the reason(s) for the Credit Application in the Comments field.  Adjust the date in the Apply Date field as necessary.

4.    Highlight the credit to be applied in the Credit column.

5.    If the credit is to be applied to a different account, enter this number in the Client field under the Invoice column, or click on the Search icon adjacent to this field to locate this Client of interest.

6.    Highlight the invoice in the Invoice column that the credit is to be applied to.  If a specific amount of the credit is to be applied, enter this in the Amount field.

7.    Click on the Apply button, then the Save icon.  Answer Yes to any question boxes that pop up.