Accounts Receivable

Apply payments from the AR sales invoices list in a multi-currency company

This idea came from you!

In multi-currency companies, you can now apply payments for individual AR sales invoices directly from the AR sales invoices list. Previously, you could only do this if your company uses a single currency.

Details

You can apply payment for an AR sales invoice using the Apply payment link when the AR sales invoice has a state of Posted and meets the following conditions:

• The AR sales invoice was created at the same entity level in which you are viewing the AR sales invoices list.

• The amount is a positive amount.

When you select Apply payment for an AR sales invoice, a Receive Payment page opens and prompts you for payment information, such as the payment method and amount. You can apply the payment to a single AR sales invoice or add more AR sales invoices to the list.

How it works

1. Go to Accounts Receivable > All > AR sales invoices.

   If an AR sales invoice was created at the entity level, go to the AR sales invoices list for that entity.

2. Select Apply payment next to the AR sales invoice the customer paid.

   The Receive Payment page opens.

3. Enter the payment information.

4. Select Post.

   The payment appears on the Posted Payments list and the customer's account balance decreases.

Requirements

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business user with admin privileges
Permissions	AR sales invoices: List, View Manage payments: Run
Configuration	Multi-currency company