Why Is My Credit Not Applying
If you are unable to provide an available credit to an invoice, it is likely due to the type of invoice you are reviewing. From customer account>Click Credit History>Highlight and select the credit>Review the box next to 'Can be applied to...Recurring/Product Invoice.' If the type is not selected, check the box>Click OK to save. This forces the software to apply the credit to the proper invoice type. Go back to your credit and apply.
Related Articles
Remove a Credit
We do not allow deletion of credits. To remove a discount credit from an invoice>Delete discount credit line item To remove a prepaid credit from an invoice>Click Payments>Delete the $ amount>Click Tab>Click OK>Select YES to return $ amount to ...
How to Edit a Tokenized Credit Card
When you need to make changes to a credit card that's already on file, especially one that's tokenized, the process is a bit different to ensure your security. Here's a step-by-step guide: Click the pencil icon next to the credit card number you wish ...
Request A Refund From A Credit
From customer account> Click Support Notes>Open the Original Note That was Set for Credit>Click Time/Date Stamp>Type request to issue refund>Set Call Status as "To Corner">Set Disposition to "Open"
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 $ ...
See Expiration on Credit Card
From customer account>Click Recurring Charges>Highlight & select or double click the charge>Under the Billing Method you will find the expiration date for the card on file