Sales

To apply a customer credit (Sales Register)

Note:  Before you can pay a refund, you must first create a credit.
(Entering customer credits, refunds and returns)

The Sales Register window - Returns & Credits view should be displayed.

  1. You can view credits for all or for just one of your customers.

    To view sales for one customer, select Customer in the Search by field, then enter the customer's name in the second field.


  2. A list of the customer's credits appears. Highlight the credit you want to apply.


    Note:  A category assigned to an applied credit must match the sale's category
  1. Click the Apply to Sale button. The Settle Returns & Credits window lists all open sales assigned to the customer.


  2. Depending on your selections in the Preferences window, invoice amounts may appear automatically in a scrolling list in the Amount Applied column. Use this column to designate the sales to which you want to apply the customer credit. If amounts appear here, take a moment to review them.


    If you marked "Apply Receive Payments Automatically to Oldest Invoice First" in the Sales view of the Preferences window, amounts will appear next to the oldest invoices at the top of the scrolling list in the Settle Returns & Credits window. You will usually apply credits to your customers' oldest open sales. However, you can apply a credit amount to any one or more of the transactions in the list. Keep in mind that the total amount you enter in the Amount Applied column must equal the amount that appears in the Credit Amount field.
  1. Enter the amount you want to apply in the appropriate field in the Amount Applied column.


  2. If you want to apply the credit to any unpaid finance charges the customer has accrued, enter the credit amount in the Finance Charge field.


  3. If you want to give a discount to the customer for a particular sale, enter a discount amount in the sale's Discount column.


  4. Click Record. At this point, either of these events may occur:


  1. To balance the transaction, you can change either the total amount in the Amount Applied column or the amount that's displayed in the Credit Amount field.


    If you change the Credit Amount field's amount, keep in mind that you can enter only an amount less than the original customer credit amount. If you choose to do this, the customer credit won't be fully applied; the remaining amount will continue to appear as a customer credit.
  1. Click Record to apply the customer credit.


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