Apply your previously created AR Credits as discounts to Customers from here. The AR Credits available to be used for refunds from this page will be limited to those with status "issued" or "partial payment".



The following columns are available in the table

  • Number -The AR Credit number.
  • Status - The status of the AR Credit
  • Customer - The Customer the AR Credit was created for.
  • Location - The Location the AR Credit was created in.
  • Reference - AR Credit Reference field
  • Invoice Date - The Invoice Date of the Ar Credit.
  • Due Date - The Due Date of the AR Credit.
  • Amount - The total amount that the AR Credit was created for.
  • Unpaid Amount - The amount left to be discounted on the AR Credit.
  • Amount To Pay - Amount to apply to the already created AR Credit.
  • Payment Date - Date to mark as paid.
  • Posting Date - Date to use to post associated Journal Entry.
  • Memo - Text field for description of applying AR Credit that can be reviewed on Payments page.


Apply AR Credits to Create Payments

  1. Select which Ledger Account to use as the credit side of the transaction (e.g. a Cash account) for one or more of the rows of AR Credits in the table.
  2. Enter the Amount to Pay in the corresponding row(s) for the AR Credit to create a refund payment for.
  3. Enter Payment and Posted Dates on the row(s) of any lines with Amount to Pay entries.
  4. Enter an optional Memo on the row(s) of any lines with Amount to Pay entries.
  5. Click the Apply button next to the Ledger Account selection at the top of the table.
  6. Confirm the payments:

Once confirmed, the amounts will be applied to the Customers as Payments, but will need to be approved on the Cash Management>Receive Cash>Payments tab (if your settings require this).


Note: Add the Amount Due, Dates, and Memos for multiple rows at a time and Pay and Confirm rather than creating Payments row by row.



Individual Row Actions


Each row has the following actions:

  • AutoFill Row - Click to fill the Amount to Pay field with the Amount Due, and fill the Payment and Posted Dates with the system date in the upper right corner.
  • Clear Row - Clear out any entered data in the row. 


Refund Credits Table Actions

  • Filters - Filter what appears in the table based on one or more fields available in the table.
  • Saved Views - You can create a set of filters that you would like to save to be able to quickly filter a table.
  • Column Selector - Hide and reveal extra columns and the number of rows visible in the table per page.
  • Export - Table data can be exported using the export button at the top of the table.