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Entering payments against invoices
Entering credits and applying payments to invoices simultaneously
Applying credit invoices to receivable invoices
You can apply the balance of a credit invoice to one or more receivable invoices. It is also possible to apply only a portion of the credit invoice balance to an invoice and apply the remaining balance later.
To apply a credit invoice to a receivable invoice:
- Open 3-3-1 Cash Receipts.
- In the Account text box, enter the ledger account number for the cash account.
- In the Deposit# text box, enter the deposit transaction number.
- In the Date text box, enter the deposit date.
- In the Description text box, enter a brief statement about the transaction.
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Do one of the following:
- In the Client text box, enter the client number.
- In the Job text box, enter the job number.
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Do one of the following:
- Click the Service Invoices tab.
- Click the Contract Invoices tab.
- Click the [Display] button.
- In the grid, in the Paid cell, enter the credit as a negative amount.
- Repeat step 9 for each invoice to which you want to apply a credit.
- Click File > Save.