Delete/Discount an Invoice
From customer account> Click Invoice History>Highlight and double click or select the invoice>Click Quick Credit>Apply the pre-tax full amount ( the amount will show on the upper right)>Click dropdown on Credit Category>Insert or Highlight and Select Reason>Click OK
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Adjust Paid Invoice
If invoice was created in this month: From customer account>Click Invoice History>Highlight and select Invoice>Click Payments>Highlight & delete amount field>Click Ok>Click Yes To Clear Payment Fields>Click Ok>Pop up will Appear That Customer still ...
Remove Dollar Amount from R - Invoice
We recommend you utilize discount credits when altering an invoice. To remove a line item or reduce the dollar amount on the invoice>Customer Account>Click Invoice History>Highlight & select or double click the invoice>Highlight the line item>Click ...
Pay an Invoice for Current Day When Autopayment Has Posted
From customer account>Click Invoice History>Highlight and select invoice with future autopay date>Click payments>Highlight the $ amount field>Delete>Click OK>Click yes to clear rest of fields>Click yes to customer still owes>Process payment via ...
Apply Discount Credits to Line Items
From customer account>Click Invoice History>Highlight & select or double click the invoice>Highlight the line item>Click Quick Credit>If applying to the entire invoice, select "To Invoice,">If applying to an individual line, select "To Line">Enter $ ...
Search by Invoice Number
From the customer list screen click on Searches>Invoice>Check Invoice type>Enter Invoice NUMBER ONLY>Click OK.