In enter credits screen you can enter both
customer and principle credits. The
principle credits are credits for commission generated by agency sales
and customer credits are credits for buy resell transactions.
When you select customer credits the list box
pertains to customers. If
you then select principle credits the list box changes to pertain to
When you select a particular principle or
customer the invoices on with amounts are due automatically appear
with the amounts due. To
complete the credits entry select a GL account, enter the amount,
date, and reference information then apply the amount to the correct
invoices. You can select
the auto allocate button and the program will apply credits to
invoices by due date or you can allocate the credits manually by
selecting the check mark next to the invoice.
To finish the transactions select the save button and the
program will clear the screen so you can enter another transaction.