A/R Quick Payment Application

Use this form to quickly enter and apply payments, distributions, and credits to customer invoices.

You can perform these activities on this form:

  • Enter full or partial invoice payments
  • Enter full or partial invoice distributions
  • Enter open payments
  • Enter finance charge payments
  • Enter finance charge distributions
  • Reapply open payments
  • Specify an open credit to re-apply

Upon saving a payment, all the customer's open invoices, credit memos, finance charges, and open payments are displayed in the grid at the bottom of the form. You can then select these items and apply the payment to their outstanding amounts.

You can enter post-dated checks on this form. To do so, the Payment Type must be Check.

Note:  Deleting a payment through this form also deletes the payment from the A/R Payments and A/R Payment Distributions forms.

In a multi-site environment, if you are making a quick payment where the Type is Draft, the system only shows invoices from the current site because you cannot select invoices from another site. There is a one-to-one relationship (site specific) with an invoice and a draft.

The system does not support applying payments to invoices of sites where they do not have the same domestic currency as the site entering the payment to apply.