Apply customer payments

Quickly apply multiple transactions for multiple customers at the same time in the
Actions
, then
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
, then
Manage Customer Payments
screen.

Use the Apply Customer Payments screen

Select
Actions
, then
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 1 payment, write-off, or credit memo and at least 1 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.
Only payments (cash, check, credit card), write-offs, and credit memos can be applied to invoices and finance charges.
In each application group (per customer), multiple invoices and finance charges can be applied to an individual payment, write-off, or credit memo, or multiple payments, write-offs, and credit memos can be applied to an individual invoice or finance charge.
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, select
Enter
.

Use the Manage Payments screen

Select
Actions
, then
Manage Customer Payments
.
Enter a new payment transaction or locate the existing payment that you want to apply.
In the
Rapid
tab, locate the row for the transaction in the grid, and then click the column to the left of the Type column to select that row. Select the
Detail
tab to view the detailed transaction record.
In the
Detail
tab, use the navigation buttons to locate the transaction.
Select 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. Select the plus (+) sign next to a transaction to view the list of items that are included in the invoice or finance charge transaction.
Select
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.