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<< Click to Display Table of Contents >> Open Credit Details |
  
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<< Click to Display Table of Contents >> Open Credit Details |
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The Open Credit Details page is where you can specify the amount of each open credit transaction that will be applied against the customer’s outstanding balance. The open credit amounts that you have specified in this page will be added to the amount displayed in the Unapply Amount field in the Payment Details page. After you have specified in this page the open credit amount that you want to use as payment, you must go to the Payment Details page to apply these amounts against the invoice(s).
This window can be accessed by clicking the Apply Credit button in the Payment Details page of the Apply Payment function. The Apply Credit button is enabled only if the customer has open credit balances.
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To apply an open credit against an invoice balance, perform the following steps:
1.Review the information pertaining to the open credit transaction(s).
2.In the Use Amount field, enter the amount that you will apply to the invoice balance. You can select from the following methods:
•You may manually enter the open credit amount directly in the Use Amount field. Select the open credit transaction that you want to apply against the outstanding invoices and enter the apply amounts in the Use Amount fields for the corresponding open credits.
•You may click the Apply All button in the grid toolbar to automatically specify all the open credit amounts in this page. The system will automatically display in the Use Amount field values that is equal to the amounts shown in the Open Credit fields for all transactions. Likewise, you may click the Unapply All button to automatically clear all the values under the Use Amount column.
3.When you have completed your entries in this window, click the Close button to save your entries and return to the Apply Payment function window. The total apply open credit amount that you have entered in this window will be displayed in the Unapply Amt field in the Apply Payment function window. Continue to apply the open credit amounts against your invoices balances in the Apply Payment function window.
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