Apply an Over Payment to an Account

Apply an Over Payment to an Account

If the customer has an open balance but overpaid>From customer account>Click Invoice History>Highlight & select Invoice>Click Payments>Enter FULL payment amount>Click OK to apply>Click Apply Payment>Check the Invoice>Select 'Apply Payment to Tagged Invoices'>Enter Check# (or "CASH," Money Order # etc.)>Click OK>Click Close>The remaining $ amount has been added as a credit and can be found in Credit History If the customer does not have an open balance>From customer account>Click Credit History>Click Insert>Enter $ amount>Click TAB on keyboard>Select *PREPAID as credit type>Enter Chk# (or "CASH," Money Order # etc.) in the Check field>Enter Descriptions>Click OK to save. Note: If you only want the credit to apply to one type of invoice, UNCHECK the box next to 'Can be applied to...Recurring/Product Invoice.' This forces the software to only apply the credit to the proper invoice type.

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