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HOW TO MANUALLY GIVE AND APPLY A STORE CREDIT
You may choose, for whatever reason, to give a customer a store credit to be applied that credit to outstanding AR. This is a two phase process.
Create The Credit
1) go to the customer list, highlight the customer, and choose AR Detail
2) choose Add
3) activate CREDIT, OPEN, enter your sales ID, today's date, the amount of the credit.
Do NOT fill in the Paid field.
Select a Term and in the Comment field enter "Manually Issued Credit"
Then choose OK and exit the AR History screen.
Use The Credit
1) choose Take AR Payment for this customer
2) in the bottom left is a field UNAPPLIED CREDIT
3) highlight a pending invoice and enter the amount of the credit as payment
4) choose F10 to process, choose OK, then you will be notified that the customer has a store credit and if you want to use it. Answer Yes. Complete the process.
The manually issued store credit has been applied to an invoice and closed.
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