Customer Cash Receipt Entry - Entry Defaults field descriptions

Default Allocation Tab for Payments
Select the default view to be displayed when a user accesses Customer Cash Receipt Entry to post a regular payment or split check payment. Your options include:
  • Invoices

    Select Invoices to view the Invoice tab by default. Use the Invoice grid to select a specific invoice and specify the payment amount in the Apply Amount field, or expand the invoice detail to view previous payment history for an invoice.

  • Credits

    Select Credits to view the Credits tab by default. 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 tab by default. Use the Debits window to enter a debit memo to be applied against an existing invoice.

  • Quick Entry

    Select Quick Entry to view the Quick Entry tab by default when you enter a Payment or Split Check transaction type.

  • Period Balances

    Select Period Balances to view the Period Balances tab that is displayed by default when you enter a Payment or Split Check transaction type, and the Apply to Type field is set to Customer or Lock Box.

    Note: The Period Balances option is displayed only when you select the Allow Cash Allocation By Period Balances check box.