Selecting invoices
- Sign in as Receivables Specialist or Receivables Manager.
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For Receivables Specialist, select Cash Application > Select Invoices And Apply Cash.
For Receivables Manager, select Processing > Cash Application > Select Invoices And Apply Cash.
- Select a payment record.
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Specify this information:
- Adjustment Reason
- Optionally, select an adjustment reason for the highlighted application on the Adjustments tab.
- Adjustment Amount
- Optionally, specify an adjustment amount.
- On the Invoice Selection tab, right-click a highlighted row and select Select Open Amount For Application.
- Click Actions > Process Selections.