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Applying a Credit onto Customers Account

To apply an existing credit to an invoice onto a customers account:

Customer File, F12-Credit, hit ok, line up on the credit and select Y-yes, then line up on the invoice you are applying it to and select Y-yes. 

*When applying credit you always want to grab the credits before applying to invoices*

(you can also process a payment at the same time you are applying credits by using the Amount of Credit field)

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  • 31-Oct-2019
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