Prerequisites: N/A
Refer To: N/A
Overview:
Customer has posted an open credit in error, or wants to remove the open credit from the account.
Steps:
- Go to Billing, Receipts/Credits.
- Select the icon for Credit.
- Enter the Customer number.
- In the amount field enter a minus sign before the dollar amount. For example, if you have a $500 open credit, key in -500.00 in amount. This will "reverse" out of the open credit.
Bob Hogan
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