1. From the Ascend Desktop, select the Tools > Purchase on Account > Manage Accounts and double-click the customer.

OR
From the customer record, click the Manage Account button.

2. On the middle toolbar, select how payments should be applied to transactions.
   1. Apply Payments to Oldest Transactions First: Automatically apply payments to the oldest unpaid transaction(s).
   2. Apply Payments to Specific Transactions: Check the boxes next to the transactions to apply payments to those transactions.
3. On the Payment toolbar, click the appropriate payment type (e.g. Check).
   1. Note: As specific transactions are selected the total amount due will appear when payment is selected.
4. Process the payment as normal.

Applying Overpayments to Credit Memo

If a customer overpays on their account, change can only be returned as Cash or a Credit Memo on their account. 

Credit Memo amounts are not shared between locations, and can only be applied to Purchase on Account transactions.

To apply a Credit Memo

1. Select the Purchase on Account transactions you'd like to apply the Credit Memo to.
2. Click Credit Memo in the payment toolbar.

3. From the Payment - Credit Memo screen, select the Credit Memo(s) you'd like to apply.
4. Click Save.

5. The Credit Memo will appear in the Payment Details.

KB22-143