Accounts Receivable                     Unapplied Cash & Credits                     How to Apply an Unapplied Credit Memo to a Refund Check

Customer Explorer - How to Apply Unapplied Credit Memos to a Refund Check

Unapplied Credit Memos may be applied to a Customer Refund Check 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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