Apply a Credit When Payment is Received

1.	Click Billing in the left-hand menu.

2.	Click the Payments tab.

3.	Locate the desired member from which to receive payment.

4.	Click View Credits & Discounts.

5.	Click the checkbox of the desired credit to be applied.

6.	Ensure the correct Invoice Number is selected in the Invoice drop-down list.

7.	Type the amount of credit to be applied in the Amount to Use field.

Figure 3-8 Sample Payment screen with credits displayed

8.	Complete the Payment screen as desired and click Save Payment.

If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.