While making a payment against an outstanding transaction, you can now see available credit in the ‘Make a payment’ window and make payment using available credit
Credit available transactions are created when a payment has been made on a transaction, but then the admin creates a credit note against the original booking
How to Make a payment using credit available
Precondition: you have a contact with credit available and an outstanding transaction i.e. you need to make a payment
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Open Bookings or Contacts
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Search and select a contact with available credit on their account
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Open the accounts tab on the contact
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Select the Outstanding transaction i.e. the transaction that needs to be marked as paid
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Select Actions ‘Make a payment’
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On the ‘make a payment’ window, you will see an extra read only input called ‘Available Credit’
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In the Payment Method dropdown select ‘Transfer from Credit’
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Payment Amount input, enter the credit payment amount
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Enter payment date (optional)
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Enter note (optional)
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Save Payment
Outcome:
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Credit available will be reduced
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A payment with type ‘transfer’ will be applied to the transaction
