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

Latest revision as of 21:01, 1 April 2021

For the desired member, click the Account Tab.
In the Transaction History click the hyper-link for the credit you wish to apply.
Click Apply Credit.
Locate the desired invoice where a credit should be applied.
Click the New Transaction drop-down arrow.
Click Apply Credit.
Select the invoice to which you wish to apply the credit.
Click Apply Credit.

@@ Line 1: / Line 1: @@
-#Click '''Billing''' in the left-hand menu.
+#For the desired member, click the '''Account Tab'''.
-#Click the '''Invoices''' tab.
+#:[[File:Member account tab 2021.jpg|600px|center]]
+#In the '''Transaction History''' click the hyper-link for the credit you wish to apply.
+#:[[File:Trans history credit 2021.jpg|600px|center]]
+#Click '''Apply Credit'''.
 #Locate the desired invoice where a credit should be applied.
 #Click the '''New Transaction''' drop-down arrow.
 #Click '''Apply Credit'''.
-#:[[File:applycreditbefor.jpg]]
+#:[[File:Apply credits and payment 2021.jpg|600px|center]]
-#If credits are available, select the desired credit from the '''Credit #''' drop down list.
+#Select the invoice to which you wish to apply the credit.
-#Click '''Save Changes'''.
+#Click '''Apply Credit'''.