Click
for a demonstrationHow to apply open credits
Objective: When you click Open Only in the bottom left of the Account Transaction screen, the remaining charges on the screen should equal your balance in the bottom right. You should never have both Charges and Credits on the screen at the same time if you choose Open Only. If you do, then certain transactions that should be closed aren't closed.
Remember: If a Charge is OPEN, it still needs to be paid off. If a Credit is Open it hasn't been applied or used up yet.
How to Automatically Apply Credits on an account
1. Go to the members Accounts tab
2. Click View Payment History(top right)
3. Click Auto Apply at the bottom
4. You will see the oldest open credit highlighted in yellow, and the open charges that it will be applied to will be highlighted in blue.
5. Click $0.00(or remaining balance)finish, the oldest open credits will be applied to the oldest open charges.
6. All highlighted transactions are now closed
How to Manually Apply Credits on an account
1. Go to the members Accounts
tab
2. Click View Payment History(top right)
3. Click Open Only in the bottom left
4. Highlight the open credit on the screen (example:$40.00 credit listed in the credit column with an open check mark)
5. Click Apply Credit at the bottom of the screen
6. The button will now read '$40.00 Finish'. QuikCheK is now telling you that you have $40 to spend, you need to tell QuikCheK what you want to spend it on.
7. Click on an open charge in your list of transactions. If the charge were $40, your button would now say $0.00 finish.
8. Click the $0.00 finish button. The two transactions will disappear.
If you apply a $5.00 credit against a $7.00 charge, there will be remaining transaction of $2.00 on your screen. It will have an open check mark.