3.0 PUBLISH How to apply a credit to an invoice in AR.

Modified on Mon, 17 Nov at 2:16 PM

Open the journal entry window

Click the Next button to retrieve the next available journal name

Click Add to create the journal in the database

In the account number field you would enter the AR gl account

In the amount field enter the amount you want to relieve for the credit

In the Invoice # field enter the invoice # the credit is currently applied to

In the Customer # field enter the customer account # that the credit currently is applied under.

Click the black plus sign to add the line item

In the account number field this would again be the AR gl account

In the amount field enter the amount you want to apply to the invoice

In the Invoice # field enter the invoice # the credit should be applied to

In the Customer # field enter the customer account # that the invoice resides under

Click the black plus sign to add the line item

Your journal should now balance to zero and allow you to post to the GL