Apply adjustments or receipts to invoices and debit memos
After a receipt is entered in the screen, you can apply a receipt to an open invoice or debit memo.
- Choose tab to enter a receipt.
- Choose a client, payment type, and amount.
- The amount of the receipt will appear in the Open Amounts section under the amount you entered for the receipt.noteThis can vary depending on your User Preference selection. If your is set toAutomatically apply to oldest first, then after entering in the receipt information, the Open Amounts section will show the receipt amount – any open invoices or debit memo amounts because the system is automatically distributing the receipt across the oldest invoice or debit items.
- ChooseApply Amounts.
- The gird lets you allocate the receipt total to individual debit items. If the client doesn’t have any open debit items to choose from, the receipt will be treated as a credit for the client.
- SelectSavein theApplied Amountsscreen.
- SelectSaveto save the receipt.
note
If there is an open receipt for a client during detail billing, a user can apply that receipt directly to that invoice after marking up their invoice with the item to bill, and selecting the
Applied Amounts
link in the bill summary section.
