Selecting invoices

  1. Select Cash Application > Select Invoices And Apply Cash.
  2. Select a payment record.
  3. 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.
  4. On the Invoice Selection tab, right-click a highlighted row and select Select Open Amount For Application.
  5. Click Actions > Process Selections.