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To automatically apply AR payments

Note: You can edit only transactions that are in an open batch or that have not been transferred to the GL.

The method for finding and editing AR payment transactions is similar to the sales transaction editing process.

  1. If the Enter and edit cash receipts window is not open, from AR/Cash, select Enter and edit transactions> Cash receipts.
  2. Click Open.
  3. Enter the customer ID or use the lookup icon to select a value, then press Enter.
  4. Select the line item for the transaction you wish to alter.
  5. Click Edit.
  6. Enter the payment amount in the Payment Amount field.
  7. Enter the payment amount in the Amt Paid field.
  8. Click Save.

See Also

Entering Cash Receipts

Enter and edit cash receipts window

To enter AR payments

To reverse a payment and record returned checks

To record returned checks/payment reversals for Dues and Subscriptions products


ASI logo 10.6 Production Release. Updated 1/31/2006 11:52:16 AM
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