Manage Customer Payments with the Rapid tab
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, the application automatically updates those fields in the
Detail
tab, so the information on both tabs is always in sync.- SelectActions, thenManage Customer Payments.
- In the first blank line in the grid, select the payment type.
- Select the ID for the customer who made the payment.
- Verify the journal, posting period, and GL account information.
- Enter a payment date or use one of the date entry shortcuts.
- Enter a reference for the payment transaction.
- Enter the payment amount.
- You can record another payment by pressing TAB (or ENTER, if you marked theUse Enter key to move between fieldscheckbox at ) at the end of the grid row or by selecting a payment type in the next row in the grid.
- To add more details to the transaction or to apply this payment to one or more open transactions, go to theDetailtab.
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Manage Customer Payments with the Detail tab
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