Enter a Credit Payment

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A debtor payment that is not going to be allocated to any outstanding invoice can be entered. After entry, click Save and Jim2 will accept it as a credit payment. This credit will show in the Credit field on the account, and can be allocated to a future invoice.

 

To enter a credit against a debtor:

1.Open the debtor form.

2.Click Edit at the bottom of the screen.

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

4.The Type field will default to Payment and does not need to be changed for this type of entry

5.Select the Payment By to be used: cash, cheque, credit card, etc.

6.Enter the amount of the payment.

7.Add a comment to this payment.

8.Click Save, and a confirmation screen will appear asking to apply as a credit.

entercredit

 

Hyperlinked fields

The following Items fields provide hyperlink access to view associated information. Hovering the cursor over the wording to the left of the field will display the label name in blue if it is hyperlinked. Click on the label and choose the option to view. Card Code – will open the cardfile of the code entered here.

 

Further information

Debtors Adjustments

Debtors Allocate Payments Grid

Debtors Auto Credit Hold

Debtor Form

Debtors List

Debtors Documents Tab

Debtors Notes Tab

Debtors Opening Balances

Debtors Payments Tab

Debtors Statement Printing

Debtor Management

Debtors Reports

Apply a Credit/Prepayment

Clear a Credit on a Debtor

Clear Small Debtor Balances

Create a Debtor Refund

Enter a Credit

Enter a Payment

Enter a Prepayment

Enter Discounts and Account Fees

Issue a Credit Note

Debtor Payments Including Commission

Move Unknown Payments to Debtor

Reversal Entries

Reverse Discounts and Account Fees

Reverse or Delete a Payment

Send Payment Receipts

Unallocate a Payment

Undo Incorrect Refund