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Jim2® Business Engine Help File

Info

Applying a credit/prepayment can only be performed if the currency is of the invoice(s) is the same as the currency of the credit/prepayment.

1.Select the debtor.

2.Click Edit at the bottom of the screen.

editing debtor window
Tip

You will see some letters underlined in the field names within the header, eg. Type. Using Alt+ the underlined letter will jump you to the field beside that heading.

3.The Date field will default to today's date, but can be changed if needed.

4.The Type field (payment type) will default to Payment, and does not need to be changed for this.

5.Select Payment By, then use the drop-down list within this field to select the Credit or Prepayment option.

payment by credit

The Select Credits/Prepayments screen will open.

select credit payment

6.Select the credit that you want to apply and click OK. You can now allocate the credit/prepayment, which can be applied to a single invoice or to multiple invoices.

 

warning1

You cannot apply an amount of credit that is greater than the customer has available.

 

Further information:

Clearing Small Debtor Debit Balances

Clearing Small Debtor Credit Balances

Create a Debtor Refund

Credit Card Surcharge Management

Dealing with Dishonoured (Bounced) Payments

Debtors Adjustments Up and Down

Debtors Allocate Payments Grid

Debtors Auto Credit Hold

Debtors Form

Debtors List

Debtor Management

 

Debtors Notes Tab

Debtors Opening Balances

Debtors Payments Tab

Debtors Statement Printing

Enter a Credit

Enter a Credit Payment

Enter a Payment

Enter a Prepayment

Enter Debtors Opening Balances

Enter Discounts and Account Fees

How to Enter Debtor Transactions

 

Issue a Credit Note

Manage Debtor Payments Including Commission

Move Unknown Payments to Correct Customer

Print Debtors Report

Return from Customer Entries

Reversal Entries

Reverse Discounts and Account Fees

Reverse or Delete a Payment

Send Payment Receipts

Unallocate a Payment

Undo Incorrect Refund