Disable Automatic Credit Allocation

First, you need to have the automatic allocation of credit option disabled.
  1. From the main menu screen of Retailer, go to Setup -> System in the menu at the top.
  2. Click the Customers tab.
  3. Untick the box that reads Auto Allocate Customer Credit.
  4. Hit Save.

Allocate Credit for Individual Accounts

The customer must have unallocated credit available in their account. Click HERE for how to create a credit.
  1. Open the customer screen and bring up the customer account.
  2. In the customer's transaction history, right-click on the credit that you wish to allocate. Only works for credit transaction with a balance amount.
  3. Click on Allocate Credit.
  4. The Allocate Customer Credits screen will open with a list of outstanding invoices.
  5. Tick the invoices that you wish to credit (full amount up to available credit will be credited).
  6. Click Save.

Allocate Credits in Bulk

  1. Click on Tasks in the top menu bar, then click on Allocate Customer Credits.
  2. A list of unallocated credits will appear, for every customer.
  3. Select a credit to allocate and the Allocate Customer Credits screen will open with a list of outstanding invoices.
  4. Tick the invoices that you wish to credit (full amount up to available credit will be credited).
  5. Click Save.

Allocate when running Customer Statements

  1. When running Customer Statements, if a customer has Unallocated Credits, a message will appear. "Customers on this statement run have unallocated credits. Would you like to allocate now?"
  2. Click Yes to open the Allocate Customer Credits screen to allocate credits now.
  3. Click No to not Allocate Credits