Accounts Receivable

Apply payments from the Invoices list in a multi-currency company

This idea came from you!

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

Details

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

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

• The amount is a positive amount.

When you select Apply payment for an 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 invoice or add more invoices to the list.

How it works

1. Go to Accounts Receivable > All > Invoices.

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

2. Select Apply payment next to the 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	Invoices: List, View Manage payments: Run
Configuration	Multi-currency company