Customer Cash Receipt Entry - Detail - Invoices overview

Customer > Entry > Cash Receipt

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.

Both invoices and credits are displayed in the Invoice grid if you select View Credits With Invoices before accessing the Invoices view.

You can filter invoices on the Invoices view and load them into the Quick Entry view. This allows you to quickly create a list of invoices to work with. Invoices you’ve selected to work with in Quick Entry display a checked box in the Quick Entry column on the Invoice grid.

In the Totals panel, checks and MCs show in Available. Applied invoices show in Applied. The Proof is the difference between the two. If you apply more than is available, the proof goes negative and you are not allowed to update. If you apply less than is available, the proof is positive and a UC is created as part of the update.To apply a payment to multiple invoices, select each invoice in the grid and click P.I.F. The payment amount must be equal to the total of all selected invoices.

Note: Use caution when using the Invoice grid. You can only select records that are visible in the current page to be part of the selected invoice total. If you advance to another page of records in the grid, the system deselects those records. To include invoices from multiple pages, change the Records Per Page value to show more invoices in a single page.

Quick Entry

To filter invoices for quick handling, select Quick Entry in the grid. Then click on the Quick Entry view to see your selected invoices in the Quick Entry Transactions grid.