A credit can be applied to another order by creating a payment applied to two orders. The first order, that with the credit, will have a negative payment applied. The second order will have a payment equal to that of the credit applied. The resulting payment should equal $0.
Step Action
1. Select {Accounting} and then select the Payments tab.
2. Select {New} on the Payments tab. A New Payment modal window will open.
3. Select the Customer from the drop-down. The customer's Orders with Balances will appear.
4. Select the two Orders with Balances by checking the boxes on the left-hand side. (One
should have a credit balance and the the other will be the order where the credit balance
will be applied)
5 Enter a negative amount for the Payment Amount on the credit and a positive amount on
the other order. The Total of the Selected Items should equal $0.00.
6. Enter Amount as $0.
7. Select {Pay}. A results window will pop-up to confirm payment saved successfully.
The original order with the credit should now show a balance of $0.00 and the other
order should show a payment for the credit amount applied.
For more information on Credits and Refunds, see FAQ - How Do I Process Customer Credit and Refunds?