Defining your customer payment processing workflow

Use Customer Cash Receipt Entry-Entry Defaults to set the default view when applying payments to invoices.

Note: We recommend you select either Invoices or Quick Entry as your default view. You can access the Credits or Debit view at any time during the entry process.
  1. Select Customer > Entry > Cash Receipt.
  2. Click Entry Defaults.
  3. In the Default Allocation Tab for Payments field, select one of these values:
    Invoices
    This is the default selection. When you select a transaction Type of Payment or Split Check on the initial Customer Cash Receipt Entry screen and click Next to advance to the next screen, you are placed on the Invoices view.
    Credits
    Select Credits to view the Credits view by default when entering a payment or split check. Use the Credits window to apply any credits to the customer's balance.
    Otherwise, the Credits view is accessed when you select Apply Credits in the Type field on the Customer Cash Receipt Entry window.
    Debits
    Select Debits to view the Debits window by default. Use the Debits window to enter a debit memo to be applied against an existing invoice when entering a payment or split check.
    Quick Entry
    Select Quick Entry to default to the Quick Entry view when entering a payment or split check transaction.
  4. Click Save.