Use contract credit
When to use this procedure
Use this procedure when a customer's account has credit from one or more rent-to-rent contracts to apply to a purchase of a new item. The selected customer must have a rent-to-rent contract to complete this procedure.
Caution: Depending on how system category 1906 Contract Credit is set up, sales tax may be calculated before you apply the credit and the tax total will not update to reflect a lower subtotal.
Note: If system variable TrackRentCred is set to Y, it is required to click Contract Credit on the Contract Credit Amount window. Follow the steps in I do not know the credit amount.
Steps to complete
Select from the options below to use contract credit on the invoice.
I know the credit amount and/or system variable TrackRentCred is set to N
- On the Sales Invoice window, Layaway window, or Proposal window, click Cont Crd. The Contract Credit Amount window displays.
- Enter the amount of credit on the account to apply to this invoice and press Enter. The credit is added to the grid on the Sales Invoice window, Layaway window, or Proposal window.
I do not know the credit amount and/or system variable TrackRentCred is set to Y
- On the Sales Invoice window or Layaway window, or Proposal window, click Cont Crd. The Contract Credit Amount window displays.
- Click Contract Credit. The Credit Breakdown window displays. If more than one rent-to-rent contract exists, the Select Rental window displays. Select the appropriate contract and click Select to display the Credit Breakdown window.
- View the credit available and click the Close button on the title bar or press Esc. The Contract Credit Amount window displays.
- Enter the amount of credit to apply to this invoice and press Enter. The credit is added to the grid on the Sales Invoice window, Layaway window, or Proposal window.
Did you know? You can right-click in the grid on the Sales Invoice or Proposal window and select Rental Credit to complete this procedure.
