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        <a class="WebWorks_Breadcrumb_Link" href="sales.7.1.htm#1114947">Sales </a> &gt; <a class="WebWorks_Breadcrumb_Link" href="sales.7.20.htm#1114947">Customer credits</a> &gt; Settling credits	</div>
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      <blockquote>
        <div class="hm_ModuleHeading"><a name="1114947">Settling credits</a>	</div>
        <div class="b_Body"><a name="1095457">You can choose to settle a customer credit in the following ways:</a></div>
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                  <span style="color: Gray;">■</span>
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              <td width="100%">
                <div class="bb_Bulleted_inner"><span class="eb_EmphasisBold"><a name="1095458">Apply the credit to an open invoice</a></span><span class="eb_EmphasisBold" style="color: #3d517a;">.</span> Applying the credit to one or more of the customer’s open invoices reduces the amount the customer owes you.</div>
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                <div class="bb_Bulleted_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span class="eb_EmphasisBold"><a name="1088755">Record a refund.</a></span> If the customer does not have any open invoices, you can record a refund payment for the amount of the customer credit.</div>
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        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1088762&quot;);">
          <span class="N_007eProcBullet"></span><a name="1088762">To apply a customer credit to an open invoice</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1088762", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1088762", false);</script>
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                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088763">Go to the </a><span class="w_Widgets">Sales</span> command centre and click <span class="w_Widgets">Sales Register</span>. The <span class="w_Widgets">Sales Register</span> window appears. </div>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
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              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088764">Click the </a><span class="w_Widgets">Returns &amp; Credits</span> tab. A list of customer credits appears. </div>
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        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088765">If the credit you want to settle does not appear, select </a><span class="w_Widgets">Customer</span> from the<span class="w_Widgets"> Search By</span> list to display a credit for a particular customer. Type or select the customer’s name in the adjacent field. A list of credits for that customer appears. </div>
              </td>
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          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088767">Select the credit you want to apply and click </a><span class="w_Widgets">Apply to Sale</span>. The <span class="w_Widgets">Settle Returns &amp; Credits</span> window appears, listing all open invoices assigned to the customer.</div>
              </td>
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        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">5	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1114700">Type the amounts you want to apply to one or more open </a>invoices in the<span class="w_Widgets"> Amount Applied</span> column.</div>
              </td>
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        </div>
        <div class="bsc_BodyStepContinued"><a name="1088778">If the </a><span class="w_Widgets">Apply Customer Payments Automatically to Oldest </span><span class="w_Widgets">Invoice First</span> preference is set, amounts will appear next to the oldest invoices in the <span class="w_Widgets">Amount Applied</span> column. However, you can apply the credit amount to any one transaction or you can divide it among many transactions in the list. Note that the total amount you apply in the <span class="w_Widgets">Amount Applied</span> column must equal the amount that appears in the <span class="w_Widgets">Credit </span><span class="w_Widgets">Amount</span> field.</div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">6	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088779">If you want to apply part of a customer credit to any unpaid </a>finance charge, enter an amount in the<span class="w_Widgets"> Finance Charge</span> field.</div>
              </td>
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          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">7	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088780">Click </a><span class="w_Widgets">Record </span>to apply the credit.</div>
              </td>
            </tr>
          </table>
        </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1115019&quot;);">
          <span class="N_007eProcBullet"></span><a name="1115019">To pay a refund cheque</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1115019", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1115019", false);</script>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088785">Go to the </a><span class="w_Widgets">Sales</span> command centre and click <span class="w_Widgets">Sales Register</span>. The <span class="w_Widgets">Sales Register</span> window appears. </div>
              </td>
            </tr>
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        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
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                <div class="bs_BodyStep_inner"><a name="1088786">Click the</a><span class="w_Widgets"> Returns &amp; Credits</span><span style="font-weight: bold;"> </span>tab<span style="font-weight: bold;">. </span>A list of customer credits appears.</div>
              </td>
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          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088787">If the credit you want to settle does not appear, select </a><span class="w_Widgets">Customer</span> in the <span class="w_Widgets">Search By</span> list. Type or select the customer’s name in the adjacent field and then press <span class="k_Keys">Tab</span>. A list of credits for that customer appears. </div>
              </td>
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          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088788">Select the credit you want to refund and click</a><span class="w_Widgets"> Pay Refund</span>. A refund cheque for the amount of the credit appears in the <span class="w_Widgets">Settle Returns &amp; Credits</span> window. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">5	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1094482">In the </a><span class="w_Widgets">Account</span> field, type or select a bank account.</div>
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        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">6	</span>
                </div>
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              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1094484">If required, change other information in the window, such as </a>the transaction date.</div>
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        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">7	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1094485">If you are paying by cheque and you have already written it, </a>select the <span class="w_Widgets">Cheque Already Printed</span> option.</div>
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        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">8	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1094486">Specify how you want to send a remittance advice by </a>selecting a delivery option from the <span class="w_Widgets">Remittance Advice </span><span class="w_Widgets">Delivery Status</span> list.</div>
              </td>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">9	</span>
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              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1088798">Click </a><span class="w_Widgets">Record</span>.</div>
              </td>
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        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="href_ReferenceBlockHeading"><a name="1167299">Related Topics</a></div>
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                  <span style="color: Gray;">■</span>
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              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="sales.7.20.htm#1088696" name="1167303">Customer credits</a></span></div>
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      </blockquote>
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