Move Credits from another Account to Apply to Open Balance
From an account>Click Credit History>Select the Credit>Select magnifying glass>Select Account>Click OK. Go to the other account>Click Invoice History>Highlight Invoice>Click Apply Credits>Enter Amount>Click OK to apply.
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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 ...
Re-Open a Cancelled Account
This guide will walk you through the process of reopening a previously closed customer account in your system. Please follow the steps carefully to ensure the account is reactivated correctly and future billing is accurate. Step-by-Step Instructions: ...
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 $ ...
Print Statement of Balance Due
From customer account>Click Invoice History>Click Print Options>Click Open Balance Statement>Select appropriate filters>Click Run
Move Invoices
From customer account>Click Invoice History> Highlight the invoice>Click move invoice>Click Yes>Click magnifying glass>Search & Select customer>Click OK