Using the Detail tab in the Manage Customer Payments screen

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Detail tab to enter customer payment transactions and to add more detail to transactions that were entered in the Rapid tab. You can also apply those payments to open customer invoices or finance charges.

  1. Choose Actions > Manage Customer Payments and click the Detail tab.
  2. Click the Add button to open a new transaction record.
  3. In the Transaction Detail section, select the transaction type, customer ID, journal, posting period, and GL account.
  4. Enter a payment date or use one of the date entry shortcuts.
  5. Enter a reference for the payment transaction, if applicable.
  6. Enter the payment amount.
  7. If you entered invoices for the selected customer in the Actions > Enter Invoices screen, you can apply this payment to one or more of the customer's open invoices in the Apply Transactions tab.
  8. To enter any notes about this payment transaction, click the Notes tab and enter that information.
  9. Click Enter to save the payment transaction.

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