The Credit Page provides detailed information about the credit you added to an Individual’s account. It also allows you to edit the credit prior to applying it (if required).
The Unapplied section will show the running total of unapplied credits currently in the Individuals’s account.
There are three options for applying credits, all of which are located in the Applied section. These are:
Pre-apply to Invoice
Apply to Invoice
Apply to Debit
Pre-Apply to Invoice
You would Pre-Apply to Invoice if the Service Event had not yet been invoiced.
Click Pre-apply to Invoice.
A Pre-Apply box will appear. Here you will see a list of items (Service Units) that have not yet been invoiced. To apply the credit to a particular item (Service Unit) click the plus (+) icon next to the item (Service Unit) – this will move the item (Service Unit) into the To Be Applied section.
If you would like to remove an item (Service Unit) from the To Be Applied section click the minus (-) icon next to the item (Service Unit) you would like to remove.
Click Save.
Once Saved you will be taken back to the Credit page. You will be able to see any changes in the Applied and Unapplied sections. If a mistake was made or you need to reverse the amount click the minus (-) icon next to the credit amount (Applied section) and confirm the selection.
Apply to Invoice
You would use Apply to Invoice if you were applying the credit to an existing invoice.
Click Apply to Invoice.
An Apply box will appear. Here you will see a list of invoices that have an open balance. To apply the credit to a particular invoice click the plus (+) icon next to the invoice – this will move the invoice into the To Be Applied section.
If you would like to remove an invoice from the To Be Applied section click the minus (-) icon next to the invoice you would like to remove.
Click Save.
Once Saved you will be taken back to the Credit page. You will be able to see any changes in the Applied and Unapplied sections. If a mistake was made or you need to reverse the amount click the minus (-) icon next to the credit amount (Applied section) and confirm the selection.
Apply to Debit
To use the Apply to Debit option you must first add a debit to an Individual’s account. you can use Apply to Debit to add a credit against this debit.
Click Apply to Debit.
An Apply box will appear. Here you will see a list of debits. To apply the credit to a particular debit click the plus (+) icon next to the debit – this will move the debit amount to the Applied line.
Click Save.
Once Saved you will be taken back to the Credit page. You will be able to see any changes in the Applied and Unapplied sections. If a mistake was made or you need to reverse the amount click the minus (-) icon next to the credit amount (Applied section) and confirm the selection.
Credit Reports
Two reports are available on the credits page. These are the Print credit and Receipt/Credit Applied Detail reports.
For more information about reports visit our Standard Reports Guide.