Filtering invoices for Quick Entry

Use the Quick Entry view in Customer Cash Receipt Entry to apply payments to invoices filtered from the Invoices view, or to add the invoice to be paid.

Note: If you enter an invoice on the Quick Entry view, it must also exist on the Invoices view.
  1. To make the Quick Entry view your default view after selecting a transaction Type of Payment or Split Check, select Quick Entry in the Default Allocation Tab for Payments field in Customer Cash Receipt Entry-Entry Defaults.
  2. Complete steps 1-12 of the task Applying a payment to regular invoices.
  3. If you selected Quick Entry in step 1, specify this information:
    1. Specify the invoice number, amount, and discount, if applicable.
    2. Select the P.I.F. (paid in full) flag if you accept this as full payment for the invoice.
    3. Click Select.
    4. Go to step 4.
  4. If you selected Invoices in step 1, complete these steps:
    1. Use the grid heading sort options to sort the invoices for easier selection.
    2. Select the Quick Entry checkbox for each invoice you want to pay.
    3. Select the Quick Entry tab.
    4. For each invoice you want to pay in full, select the invoice in the grid and click Paid In Full.
    5. To pay a portion of an invoice, enter the amount in the Apply Amount column.
  5. When the Proof amount in the Totals pane is 0.00, the customer's payment is fully applied. Click Finish.
  6. Otherwise, continue entering invoices or applying payment amounts to filtered invoices until the Proof is zero.