Click here to select the Product or Service from the dropdown menu.
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Click "Sales"
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If needed, fill out a description.
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Click this text field to add the credit amount.
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Type "500.00"
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Click "Save"
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Click "OK"
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Verify Credit to Agent
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To verify that the credit was properly applied, click "Customers" under the "Sales" tab.
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Click the "Search Customer" field to search for the Customer (Agent) name.
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Click "Transaction List"
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Here we see the list of transactions and we see the credit. Now we need to apply the payment towards open invoice(s).
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Apply Credit toward Open Invoices
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Click the "+" button to apply the Credit.
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We now see the Invoice we want to apply the credit and the Credit Memo.
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Click here to select the Credit Memo.
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Click this text field to make sure the amount applied says "0". (If any other number is displayed, delete and type "0").
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The Payment Amount towards the invoice needs to reflect the Credit Memo amount, in this case the invoice is for $1,000.00, but only partial payment is being applied since the credit was for $500.00.
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Type the Payment amount (if another amount is displayed, revise to match the credit amount).
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Click "Save"
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Click here.
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Click "OK"
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You can check to see if the payment was applied correctly by clicking on the invoice.
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The "payments made ($500.00)" will be displayed.
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Verify Application of Credit
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You can also view the payment from the "Transaction List" on the Customer Profile.
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The $500.00 credit was successfully applied.
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