1 | Open the credit memo or nontitle credit memo you want to apply to other invoices from the vendor. |
2 | Choose Statement, Apply Credit to display the Apply Credits (Credit with Invoices) window: |
This window shows the invoices to which the credit has been applied, if any. You can click Display to display other columns. You can click Sort to sort the lines. (For a description of the fields in this window, see Apply Credits (Credit with Invoices) Window.)
3 | Click Candidates to search for the statement lines you want to apply the credit to. |
Horizon displays candidate lines for the vendor whose credits you are applying.
Horizon includes all the statement lines for the vendor whose amount is not already reduced to 0.00 by the application of a credit and whose currency type matches the currency of the credit.
Important: The list of candidates may include lines for which you have already paid the vendor. Be careful to not apply credits to these lines.
4 | Do one of these steps: |
• | If you want to apply the credit to specific lines, highlight the lines you want and click Apply. You can continue to apply the credit to individual lines until the outstanding credit amount (shown in the Remaining Amount field) is 0.00. |
• | If it does not matter which lines you apply the credit to, click Top Down to have Horizon apply the credits automatically starting at the top of the list (and continuing down the list until the credit amount is completely applied). |
5 | If you make a mistake, highlight the line whose credit application you want to undo and click Undo. Horizon undoes the credit application and adjusts the remaining credit amount shown in the Remaining Amount field. |
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