Applying a Credit to an Invoice (from the Invoice)

1 Open the statement you want to apply a credit to.
2 Choose Statement, Apply Credit to display the Apply Credits (Invoice with Credits) window:

This window shows the credits that have been applied to the invoice, 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 (Invoice with Credits) Window.)

3 Click Candidates to search for the outstanding credits with the vendor on the statement.

Horizon displays all outstanding credits memos for the vendor (that is, all credit memos and nontitle credit memos that have not been applied to other invoices).

4 Do one of these steps:
If you want to apply the credits from specific credit memos, highlight the credit memos you want and click Apply. You can continue to apply credit memos to the invoice until outstanding statement amount (shown in the Remaining Amount field) is 0.00.
If it does not matter which credit memos you apply to the invoice, click Top Down to have Horizon apply the credits automatically starting at the top of the list (and continuing down the list until the invoice balance is 0.00).
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 statement amount in the Remaining Amount field.

 


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