1. On the top ribbon, click the Invoice/Quote module.
  2. In the Invoice/Quote tab, in the Customer list, select a customer.
  3. On the bottom ribbon, click Account Payment or press F5.
  4. In the Amount of Payment box, enter the credit as a negative amount.  Example: -25.00
  5. Press Enter twice.
  6. In the Note box, indicate why the credit is being issued.  Example: Payout or payoff on account
  7. In the Account Payment window, click F12 Checkout.
  8. On the bottom ribbon, select one of the following payment types.
    • Cash
    • Credit Card
    • Check
  9. Verify the amount of credit being issued. If necessary, correct the amount.
  10. Press Enter.

Note:  If the payment type is a check, the check number and the account name must be added to the transaction.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 5/24/18