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?