Entries - Applied Orders


are used to credit all or part of an invoice, reasons for the credit can range from a billing error, production error or bad debt write off. Entries can be made and applied to invoices that exist now or one entered in the future.
They can also be used to add additional charges to an invoice such as finance charges or NSF fees.

Adding an Applied Order

Step     Action 

  1.       Select {New} under Applied Orders. An Add Order modal window will open.

  2.      Select order item to be added by checking box to the left hand side under Number column.

  3.      Select {Add}. A New Applied Order modal window will open for the previously selected order.

  4.      Enter a value for the applied order Amount.

  5.      Select {Save}. A results window will pop-up confirming the order and amount applied to the entry. 

  6.      Select to close the pop-up results window.

Deleting an Applied Order

Step     Action

  1.      Select entries under Applied Orders to be deleted by checking boxes on 

           the left-hand side. All entries can be deleted by checking box to left 

           of {New} under Applied Orders.

  2.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.      Select {OK} to delete selected items. A results window will pop-up to indicate

            the selected applied orders deleted.

  4.      Select X to close pop-up results window.