Enter a receipt for a payment from a credit memo

If you have created a credit memo to issue a credit to a customer, you can apply that credit to invoice. To create a credit memo, enter a customer invoice with a negative amount on the Enter Customer Invoice screen.

  1. Open the Enter Customer Receipts screen.
  2. Note the active cash company. If you want to change it, click in the header and select the appropriate company.
  3. In the Customer field, do one of the following:

    • Enter the code of the customer for the receipt.

    • Click to select the customer for the receipt from a Lookup List.

  4. In the Payment Type field, click to select By Credit Memo.
  5. In the Transaction Number field, do one of the following:

    • Enter the number of the invoice that created the credit memo and press Tab.

    • Click to select the invoice number from a Lookup List.

  6. Complete the fields as described on the Enter Customer Receipts Screen Field Reference .
  7. Click Save Receipt.
    Note: If the Lien Management Review Required checkbox for this screen is selected on the Lien Management Settings screen, you must view the Lien Releases tab before saving the entry.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.