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:

1. Open 3-3-1 Cash Receipts.
2. In the Account text box, enter the ledger account number for the cash account.
3. In the Deposit# text box, enter the deposit transaction number.
4. In the Date text box, enter the deposit date.
5. In the Description text box, enter a brief statement about the transaction.

6. Do one of the following:

   • In the Client text box, enter the client number.
   • In the Job text box, enter the job number.

7. Do one of the following:

   • Click the Service Invoices tab.
   • Click the Contract Invoices tab.
8. Click the [Display] button.
9. In the grid, in the Paid cell, enter the credit as a negative amount.
10. Repeat step 9 for each invoice to which you want to apply a credit.
11. Click File > Save.