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Apply a customer credit from one job to another job

If you have an unapplied credit for a customer because of overpayment on one job, you can apply the credit toward a second job for that customer.

To do this task

  1. Go to the Customer Center and select the customer who has the credit.

  2. Right-click and choose Use register.

  3. In the customer register, select the overpayment.

  4. Go to the Edit menu and click Transaction History.

    If there is a deposit, select it and click the Go To button.

    If the payment hasn't been deposited, skip to Step 7 to edit the transaction.

  5. Go to the Edit menu and click Delete Deposit.

  6. Click OK.

  7. In the customer register, select the same payment and click Edit Transaction.

  8. Edit the Amount field of the payment so it is the correct amount for the first job (the Unapplied Amount should become zero) and click Save & New.

  9. Enter a new payment in the Receive Payments window for the second job and for the amount of the credit.

  10. Deposit the two payments (and anything else that was part of the deleted deposit).

Important: If you had previously reconciled the deposit, you must reconcile the new deposit.

To do this task

  1. Go to the Banking menu and click Reconcile.

  2. Enter an ending balance equal to the beginning balance plus the deposit amount.

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