Apply a Credit When Payment is Received

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.