How Do I Add a Credit to a House Account?
This lesson will teach you how to add a a credit to a house account.
House Accounts
From the main menu, click on the "House Accounts" button.
Customer Setup
From the House Accounts menu, click on the "Payments" button.
Question
If you click on the "Yes" button, then the screen will only show payment entries. If you click on the "No" button, then the screen will show all entries for the customer.
Note: In this example, the "No" button is pressed.
Customer Payments / Adjustments
Click on the "Add Inv." button.
Add Invoice
(1)The Reference # field is normally used to enter the invoice number (It can be left blank if needed.). The Entry Total can be entered by using the arrows on the right to increase or decrease the amount of the invoice, or you can clear the field with a backspace and type the amount. By entering in a negative number this invoice becomes a credit to the account.
(2) Click on the "Apply" button to save the invoice entry to the account.
New Invoice
The new credit invoice now shows on the Customer Payments / Adjustments screen.