Chapter 21 - Processing Credit Payment for Agent Invoic

Apply Payment via Credit Memo Method

Go to Receive Payments Icon

Select agent

Place a check in “Zero Payment Credit” block

Enter amount to allocate from credit memo in the “Amt to Allocate” block of the credit invoice

Note: Enter this amount as a credit figure => e.g., -725.00

Note: Amount allocated from credit memo must equal the amount allocated to the outstanding invoice(s)

Enter amount to allocate to the outstanding invoice(s) in the “Amt to Allocate” block of the invoice(s)

Enter this amount(s) as a debit figure => e.g., 725.00

Note: Amount allocated must equal the amount allocated from the credit memo/invoice

Select “Post Payments” button to apply payments

Select “OK” once payment successfully applied

Select “Done” to complete process