In the Assess Finance Charges window, customers and jobs marked with an asterisk (*) have credits in the form of payments or credit memos that you haven't yet applied to an invoice or statement charge. The overdue balance displayed in the window does not reflect these credits. You need to apply the existing credits before assessing finance charges on overdue balances.
• Go to the Customers menu and click Receive Payments.
• Select the customer or job against whose balance you want to apply the credits.
• Click Discount & Credits. (Make sure the customer's payment is marked in the detail area of the form.)
• Save the payment.
• If the customer still has an outstanding balance, return to the Assess Finance Charges window to enter the finance charges.
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