Reverse Credit Application

If a credit is incorrectly posted, Reverse Credit Application extracts the credit from all associated invoices.  After the reversal is made, the credit may be reapplied. 

 

Upon clicking Reverse Credit App, the Reverse Credit Application screen opens and guides you through the process. 

 

Click Select Customer to open the Find Customer screen and select a customer.

 

 

The customer ID and company, if applicable, are entered. 

 

The Enter Beginning Credit Applied date field creates a range with the current date as the ending date through which to search for applied credits.  The current date is automatically entered as the beginning date but can be changed to any prior date.

 

Click Find Credit to search for credits applied within the date range.  Credits are displayed in the field below.  Click the credit to reverse, and click Reverse Credit.

 

A message is displayed when the credit reversal is completed.