Applying all open credits to debit items

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You can apply all open credits, for all clients, to outstanding debit items. Credits will be applied to clients’ oldest debit items first, moving forward chronologically until the credits have been fully applied.

  1. Open the Receipt & Adjustment Entry screen and click the Entry tab or Overview tab.

    Note: On the Entry tab, you must also select a control date.

  2. Right-click in the entry grid, and choose Apply All Open Credits.
  3. When prompted, click Yes to confirm that you want to apply all open credits.

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