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

Customer Explorer - How to Apply Unapplied Advance Deposit to Invoices

When Job invoices are created through the Job Billing process, the User has the option of applying any Advance Deposits for the job at the time of invoice creation.  If the Advance Deposit was posted to the customer account after the Job invoice was created, this option is used to apply the Advance Deposit to the Job invoice.

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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