Accounts Receivable                     Unapplied Cash & Credits                               How to Apply an Unapplied Credit Memo to Invoices

Customer Explorer - How to Apply Unapplied Credit Memos to Invoices

Unapplied Credit Memos may be applied to invoices from the Customer Explorer record.  Follow the instructions below and on the following page.

1.  Open the Customer Explorer record which has an Unapplied Credit Memo available to apply.

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

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