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Accounting CS offers two ways to apply customer payments to invoices and finance charges.
- Quickly apply multiple transactions for multiple customers at the same time in the Actions > Apply Customer Payments screen.
- Enter customer payment transactions and then immediately apply that payment to invoices, or apply a particular individual payment to invoices and finance charges in the Actions > Manage Customer Payments screen.
Using the Apply Customer Payments screen
- Choose Actions > Apply Customer Payments.
- In the Apply Customer Payments grid, all payments and invoices are grouped by customer. For each customer, mark the checkbox in the Apply column for each payment, write-off, or credit memo to apply.
Note: The checkbox in this column is available when at least one payment, write-off, or credit memo and at least one invoice or finance charge are available to apply for a customer.
- Mark the checkbox in the Apply column for each invoice or finance charge to apply to the payment, write-off, or credit memo following the rules for applying payment transactions.
- In the Amount Applied column for each item that is selected to apply, enter the amount to apply, or leave it at the default amount to apply the full amount available.
- When you have selected all transactions to apply, click Enter.
Using the Manage Payments screen
- Choose Actions > Manage Customer Payments.
- Enter a new payment transaction or locate the existing payment that you want to apply.
- Click the Apply Transactions tab in the Transaction Detail section.
- Mark the checkbox in the grid for each invoice or finance charge to which you want to apply the customer payment. Click the plus (+) sign next to a transaction to view the list of items that are included in the invoice or finance charge transaction.
- Click Enter to apply the payment. The application displays the invoice or finance charge in the Applied Transactions tab for that payment record and updates the information in the Balances section of the Detail tab.
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