Accounts Receivable

Apply payments from the Customers list

Receive customer payments while on the Customers list without interrupting your workflow, using the Apply payment option.

What's new

The Apply payment option appears for each customer in the Customers list when you have the appropriate permissions to manage payments. When you select Apply payment for a customer, a Receive payments popup window opens, showing the customer's open AR sales invoices.

• The Apply payment option appears for all customers, regardless of their state or total due.
• Apply payment is available at both the top level and entity level.

Key benefits

• Reduces the number of steps required to receive payment from a single customer.

• Allows you to make payments while staying on the Customers list.

• Improves efficiency for Accounts Receivable clerks who manage transactions by customer.

• All actions are logged in the Posted payments audit trail.

Permissions and other requirements

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Customers: List, View Manage payments: List, View, Add