Difference between revisions of "Apply a Credit Before Payment is Received"

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(Created page with "#Click Billing in the left-hand menu. #Click the Invoices tab. #Locate the desired invoice where a credit should be applied. #Click the New Transaction drop-down arrow. #Click...")
 
 
(2 intermediate revisions by one other user not shown)
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#Click Billing in the left-hand menu.
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#For the desired member, click the '''Account Tab'''.
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#Click the Invoices tab.
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#:[[File:Member account tab 2021.jpg|600px|center]]
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#In the '''Transaction History''' click the hyper-link for the credit you wish to apply.
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#:[[File:Trans history credit 2021.jpg|600px|center]]
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#Click '''Apply Credit'''.
 
#Locate the desired invoice where a credit should be applied.
 
#Locate the desired invoice where a credit should be applied.
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#Click the New Transaction drop-down arrow.
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#Click the '''New Transaction''' drop-down arrow.
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#Click Apply Credit.
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#Click '''Apply Credit'''.
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#If credits are available, select the desired credit from the Credit # drop down list.
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#:[[File:Apply credits and payment 2021.jpg|600px|center]]
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#Click Save Changes.
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#Select the invoice to which you wish to apply the credit.
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#Click '''Apply Credit'''.

Latest revision as of 21:01, 1 April 2021

  1. For the desired member, click the Account Tab.
    Member account tab 2021.jpg
  2. In the Transaction History click the hyper-link for the credit you wish to apply.
    Trans history credit 2021.jpg
  3. Click Apply Credit.
  4. Locate the desired invoice where a credit should be applied.
  5. Click the New Transaction drop-down arrow.
  6. Click Apply Credit.
    Apply credits and payment 2021.jpg
  7. Select the invoice to which you wish to apply the credit.
  8. Click Apply Credit.
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