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Use the Rapid tab to quickly enter basic information for customer payment transactions in a grid format. This format is helpful for entering multiple payments of the same type. When you press the TAB key at the end of a row, the application creates a new row.
As you enter information in this tabbed page, the application automatically updates those fields in the Detail tab, so the information on both tabs is always in sync.
Choose Actions > Manage Customer Payments. The application displays the Rapid tab by default.
Fields & buttons
- Type. Select the payment type.
- AR Check - the customer wrote a check for this payment.
- Cash - the customer used cash for this payment.
- Credit card - the customer used a credit card for this payment.
- Write-off - you are writing off the customer's invoice or finance charge.
- AR Credit memo - if you enter a credit memo in the Actions > Enter Invoices screen, the application displays it in this screen as an AR Credit memo.
- ID / Customer. (Required) Select the ID for the customer who made the payment. When you select the ID, the application automatically enters the customer name in the Customer column. The drop-down list includes all customers with an active status or that have open transactions. Use the Setup > Customers screen to set up customer records.
- Journal. (Required) Select the journal in which to record this payment transaction.
- Posting Period. (Required) Select the appropriate posting period for the payment.
- Reference. Enter a reference for this payment.
- Date. (Required) Enter the transaction date for the payment.
- Amount. Enter the payment amount or click the button to calculate the payment amount using an onscreen calculator.
- GL Account. (Required) Select the appropriate GL account for the payment.
- For cash, check, or credit card payment types, select the GL account that is defined for undeposited payments. The default GL account is defined in the Undeposited payments field in the Setup > Clients > Accounts Receivable tab.
- For write-off payment types, select the GL account that is defined for bad debt expense. The default GL account is defined in the Bad debt expense field in the Setup > Clients > Accounts Receivable tab.
- Balance. The application displays the payment balance.