Credit
Find Where Funds Were Sent from Prepaid Credits
From customer account>Click Credit History>Highlight the credit in question>Review the bottom section, "Credit Activity." Alternatively, Click Reports>Click Financial Tab>Select Credits By Number>Enter the Credit # in "Credit # Range (Min) & (Max) ...
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 ...
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.
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 $ ...
Receive a Payment for a Future Invoice
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 ...
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 ...
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"