Accounts Receivable                     Unapplied Cash & Credits                     How to Apply an Unapplied Advance Deposit to a Unapplied Cash

Customer Explorer - How to Apply Unapplied Advance Deposit to a Unapplied Cash

Applying an Advance Deposit to Unapplied Cash is typically used in the following situations:

·The customer cancelled a Job and you want to use the advance deposit for other types of invoices

·There were left over funds after all the Job Invoices were paid and you want to use the advance deposit for other types of invoices

·A payment was saved as an advance deposit and should have been saved as unapplied cash

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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