Apply Debits to Credits

Use this option to automatically apply all credit items to open debit invoices for a client.

1. From Home Base, click Clients & Files.
2. Select Customers from the dropdown menu above the list.
3. Select the customer for whom debits are being applied to credits.
4. Click Invoices on the button bar. The Transaction List screen displays.
5. Click Options on the Transaction List screen.
6. From the Options menu, select Workflows > Transactions > Apply Debits to Credits.
   
   A list of client policies displays in the Automatically Apply Debits to Credits window.
7. Click an individual policy in the list to apply debits to credits on that policy only. Select the All Policies checkbox to apply debits to credits on all policies.
8. Click OK. The program applies debits to credits, updates the appropriate transaction records, and returns to the Transaction List.