Distributing Customer Payments Automatically

On the A/R Payments or A/R Payment Distributions form, select the customer for which you want to create the distributions.
Select Actions > Generate Distribution.

To review the distributions that were automatically generated, if you are using the A/R Payments form, you can click Distributions.

Note: Automatically creating distributions uses the G/L default account from the Accounts Receivable Parameters form.

Note: For a corporate customer, the payments are distributed to the invoices and finance charges for the corporate customer based on due date. After this process, any remaining funds are applied to the invoices and finance charges of subordinate customers based on due date. At this point, any outstanding funds trigger the creation of an open credit for the corporate customer. This does not generate multi-site distributions.