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Customer Explorer - How to Apply Unapplied Advance Deposit to a Miscellaneous G/L Account

Applying an Advance Deposit to a Miscellaneous is typically used if a customer cancelled a Job and you are not going to refund some or all of the Advance Deposit.  If a partial refund will be made, you may split the amount of the unapplied advance deposit between a Miscellaneous G/L Account and a Refund Check.

Unapplied Advance Deposits may be applied to a Miscellaneous G/L Account from the Customer Explorer record.  Follow the instructions below and on the following page.

1.  Open the Customer Explorer record which has an Unapplied Advance Deposit available to apply.

2.  In the Active Pane of the Customer Explorer, click once on the unapplied Advance Deposit, right-click and select the Apply option.

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