To find a customer credit after it's applied

1. Click Find Transactions in the Sales Command Center.
2. Click the Invoice tab.
3. To find a customer credit, you'll first have to locate the sale on which the credit was made. You have several choices:

• Choose Invoice from the Search By selection box and enter the sale's number in the box to the right.

• Use the Search By selection box to choose another way to search -- All Invoices or Customer PO #.

• Click the Advanced button to search using additional criteria, such as the date, amount or memo.

• Click the Card tab, then enter the name of the customer whose invoice you're looking for to find the invoice number. Enter this number in the Invoice # field under the Invoice tab.

4. Applied customer credits can be recognized by their source journal code, SJ. Search the ID # column for transactions numbered with SJ prefixes and click the zoom arrow next to the customer credit you want to view. The Settle Returns & Credits window appears, displaying the original customer credit.