If a credit was applied to the incorrect invoice, you may unapply the credit application. This may be done from the Credit record or from the Invoice to which the credit was applied. Both methods are covered in this section.
Unapply a Credit from the Credit Record
To unapply a credit application, first access the customer record.
From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record will be displayed. Click on the Credits tab, and then click on the toggle button to Show All Credits. A list of all credits for the customer will be shown in the grid area. In the Credit # column, click on the hyperlink of the credit you want to unapply.
The Credit record will be displayed. Click on the Applications tab. All invoices to which the credit was applied will be listed in the grid. Locate the invoice you want to reverse the credit application, and then click on the Unapply Credit button.
The credit will be removed from the invoice and available to apply to a different invoice.
Unapply a Credit from the Invoice Record
To unapply a credit application, first access the customer record.
From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record will be displayed. Click on the Invoices tab, and then click on the toggle button to Show All Invoices. A list of all invoices for the customer will be shown in the grid area. In the Invoice # column, click on the hyperlink of the invoice where the credit was applied.
The Invoice will be displayed. Click on the Credits tab. All credits applied to the invoice will be listed in the grid area. Locate the desired credit and then click on the Unapply Credit button.
The credit will be removed from the invoice and available to apply to a different invoice.
