Assigning a Customer for Credits in SUSPENSE
ACCESS
Dashboard > Snapshot > click Open Credits amount > click balance for --SUSPENSE-- transaction
When viewing your business's open credits, the customer names are links to the Customer Summary. If "--SUSPENSE--" is displayed instead of an actual name in the Customer Summary, the customer could not be identified in payment processing. You must assign a customer before applying credit.
- From Dashboard > Snapshot, click the Open Credits amount. From the Open Credits as of <Date> page, click the suspense transaction's balance.
- From the Transaction Details - Assign Customer page, under Assign Customer, select your preferred method to choose the customer – Name or Code.
- Select the customer for the transaction, ensuring that the address and phone number match your records.
- Click Assign Customer.
- Note the newly assigned customer in the Transaction Details page.
- Click the Apply Transaction link to apply credit.
