Important
Note:Accounts Receivable Unapplied Cash & Credits How to Apply Unapplied Cash-Customer Explorer
Applying Unapplied Items - Customer Explorer (continued)
Apply Advance Deposit – To Invoices
To apply an Advance Deposit to one or more customer invoices, open the desired customer record and follow the instructions below.
1. Select the Advance Deposit to Apply - Once the Customer Explorer record is open, within the Active Pane area under the Open Credits header, highlight the unapplied Advance Deposit item to be applied, right-click and select the Apply option.
Important
Note:
Before applying an Advance Deposit to an invoice, make certain the invoice selected for the application is for the job number associated with the cash saved as an Advance Deposit.
2. Apply Customer Credit Form - The Apply Customer Credit form will be displayed with a list of all open invoices. In the header area of this form, the Apply Date will default to today’s date; this date may be overridden if necessary.
3. Apply Amounts to Invoices - In the Payment column of the Invoices tab on the line of the invoice to which the Advance Deposit will be applied, type in the amount to be applied to the invoice. The application will not allow the entry of an amount greater than the amount displayed in the Balance field in the header section.
4. Memo Field - If desired the User may enter information into the Memo field in the Footer section.
5. Save - When finished, press the Save button located at the bottom of the form.
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