How to distribute a credit

Credit Distribution Rules!

• If the credit has been through your statement cycle one or more times the system will auto-distribute the credit to the oldest. invoices every time you go in to make a payment or adjustment.
• If the credit has not been through your statement cycle you can manually apply the credit.
• You do not need to put a $$$ amount in the payment field if you are only applying a credit. You can leave this field blank and go straight to the payment application screen.

Example 1

1. First enter in the customer information and payment amount. The payment field can be left blank if this is just a credit application
   
2. Next put the negative $$$ amount in the credit field and the positive $$$ amount in the field where you want the credit applied.
   
3. Press F1 to finish and post the distributed credits to the account.

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Last modified: November 7, 2011

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