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How to apply an existing customer credit note to an existing Customer invoice

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Posted on by JR-12091752-0 2
New to F&O can someone please spell this out for me step by step? Don't know where to start. Thank you.
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    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 3,928 Super User 2024 Season 2 on at
    How to apply an existing customer credit note to an existing Customer invoice
    Open the Customer record, select Collect>Settle and Settle transactions.  A grid of open invoices, payments & credits will be presented where you can settle the transactions against each other.  Once settled, click the Post button at the bottom of the form.  A settlement journal will be posted.  Voila.  
     
    If you make a mistake and need to unsettle transactions, use the Undo settlement function.
     

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