AR Credit Applied Items

This form updates with invoice detail selected on either the Items to Select tab or the Balance Forward tab. You can edit values in the table on this form before saving the credit, though you cannot enter a value that exceeds the original invoice or period value.

You can add lines to the table. If you enter a reference that does not exist, Greentree Desktop assumes you are entering an unapplied credit.

Note: If you do not enter a reference, Greentree Desktop assigns a reference of UNAPP to the credit value. You can apply transactions entered this way to invoices using the Apply Unapplied Transactions form.