Enhanced interface

Set up auto-apply for payments, credits, and discounts

You can set up Accounts Receivable so that your payments, credits, and discounts apply automatically each time you receive a payment.

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business with admin privileges

Go to Accounts Receivable > Setup > Configuration.
Or go to Company > All > More > Subscriptions, then select Subscriptions. Select Accounts Receivable, then select Configure.
Find the Enable functionality section.
Select from the following options:
- Apply discounts automatically.
  When you receive a payment for an AR sales invoice with an associated term discount, Intacct automatically applies the discount available.
  Leave this option unselected if you want to apply the discount manually.
- Apply credits automatically.
  When you receive a payment for a customer who has available credits, Intacct automatically applies available credits to the selected AR sales invoices using waterfall logic. Learn more about waterfall logic for applying credits.
  Leave this option unselected if you want to apply available credits manually.
- Turn off automatic payment suggestions.
  - Unchecked: Payment suggestions are turned on. The payment amount automatically populates for selected AR sales invoices in the order you selected the AR sales invoices. To override payment suggestions, simply enter the amounts you want to pay in the Payment column for each selected AR sales invoice.
  - Checked: Payment suggestions are turned off. Enter the payment amount for each selected AR sales invoice before you post the payment.
Select Save.
When you receive a customer payment, you'll see which settings are configured to auto-apply in the Receive Payments page.