Apply a Credit When Payment is Received

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  1. Click Billing in the left-hand menu.
  2. Click the Payments tab.
  3. Locate the desired member from which to receive payment.
  4. Click View Credits & Discounts.
  5. Click the checkbox of the desired credit to be applied.
  6. Ensure the correct Invoice Number is selected in the Invoice drop-down list.
  7. Type the amount of credit to be applied in the Amount to Use field.
  8. Complete the Payment screen as desired and click Save Payment.
    Note: If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.