Open Credits

When highlighting an unapplied item and selecting the right-click option of  Apply , the Apply Customer Credit form will be displayed.  You may apply the item to invoices or click on the Other tab and apply to one of the four available options.  ...

When highlighting an unapplied item and selecting the right-click option of  Auto Apply , the  Setup Auto Credit  form will be displayed.  You may check one or multiple check-boxes on this form.  When a new invoice is created for the invoice ty...

Under the  Open Credits  area, all unapplied Cash, Advance Deposits and Credit Memos associated with the customer will be listed.  When highlighting one of the open Credit Items in the Active Pane and right-clicking, there are different options a...

Selecting the right-click option  Refresh  will update the currently viewed information with any new records created or changed. ...

When highlighting an unapplied Cash item and selecting the right-click option of  Transfer To Another Customer , the  Customer Lookup  form will be displayed.  Locate the customer in the list, then double-click on the customer.  The Transfer Ca...