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ARS247

Advantage Route Systems

Aging with unapplied credits

Symptoms:

Problem: Customers are showing up past-due or on hold-service even if they should not be or have a zero balance.

Resolution:

The customer may have unapplied credits on their account that show up in the aged balance section of the account (finance tab). If this becomes an excessive problem, turn on the option: ‘Apply unapplied credits to oldest balance’, under File > Branch Setup > Accounting. This will only affect the account for aging purposes; it will not actually apply the open items.

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