Apply payment from the Customers list

You can receive payment directly from the Customers list using the Apply payment option. This is helpful when you are focused on managing customers and want to stay working in the list.

How the list of open AR sales invoices is populated

When you select Apply payment, Sage Intacct opens the Receive payments popup, showing a list of the customer's open AR sales invoices in your base currency.

When you're working with a customer that you AR sales invoice using a foreign currency, select a new Account and AR sales invoice currency after the popup opens. Then, select the AR sales invoices that you are receiving payment for.

Receive payment from the Customers list

1. Go to Accounts Receivable > All > Customers.

   If you're working at the top level and you want to apply payment to AR sales invoices that were created at the entity level, slide into the entity before continuing.

2. Find the customer that you want to apply payment for.

3. Select More actions > Apply payment at the end of the row.

4. In the Receive payment popup, do the following:

   1. Select the AR sales invoices that you are receiving payment for.

      Do you invoice your customer using a transaction currency that's different from your base currency? To load the AR sales invoices, AR sales invoices select Filter, update the Transaction currency value, and select Apply.

   2. Select Add & Close.
   3. Update the Payment information, such as the Account type, Account, and Payment method.
   4. In Payment information, enter the Amount received.
   5. In Additional information, enter the Date received and Payment date, as well as any other pertinent information.
   6. Optionally, apply credits or discounts.
   7. Post the payment or save it as a Draft.

1. Go to Accounts Receivable > All > Customers.

   If you're working at the top level and you want to apply payment to AR sales invoices that were created at the entity level, slide into the entity before continuing.

2. Find the customer that you want to apply payment for.

3. Select Apply payment for that customer.

   A Receive payment popup appears, showing a list of open AR sales invoices for supplier, filtered for your base currency.

4. In the Receive payment popup, do the following:

   1. Select the AR sales invoices that you are receiving payment for.
   2. Select Add & Close.
   3. Update the Payment information, such as the Account type, Account, and Payment method.
   4. In Payment information, enter the Amount received.
   5. In Additional information, enter the Date received and Payment date, as well as any other pertinent information.
   6. Optionally, apply credits or discounts.
   7. Post the payment or save it as a Draft.