FAQ - How to Apply an Order Credit to Another Order?



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.


To apply the credit:

Step     Action 

  1.       Select {New} under Payments. A New Payment modal window will open.

  2.      Select the Customer from the drop-down. The customer's Orders with Balances will appear.

  3.      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)

  4.      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.



5.      Enter Amount as $0.

6.      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.