Applying partial credit

The following illustrates how a staff user can apply partial credit on behalf of a contact:

Do the following:

1. Go to Alex Morgan's profile and click the Transactions tab.

2. Scroll down to the Payments section and select the $500.00 payment on Alex Morgan's account (the prepayment or original payment that resulted in the open credit).

3. Click Adjust Payment, then select Unapply the payment.

4. Enter $100.00 as the Amount to unapply for the appropriate line item.

   

5. Click Submit.

   This creates a separate open credit invoice for -$100.00. The original open credit balance is reduced to -$400.00.

   

6. Go On Behalf Of Teresa Spain.

7. Add items or invoices to the cart and navigate to the cart.

8. Under Applied credit, click Apply other credit.

9. Locate the -$100.00 open credit invoice and select it.

   

10. Choose Pay Later (or specify a payment for any remaining balance).

11. Click Submit.