Use the A/R Quick Payment Application form to quickly enter and apply payments, distributions, and/or credits to customer invoices.
You can perform these activities from this form:
You can enter new payments or select existing ones in the upper part of the form. Upon saving a payment, all the customer's open invoices, credit memos, finance charges, and open payments display in the grid at the bottom of the form. You can then select these items and apply the payment to their outstanding amounts.
You can also enter post-dated checks on this form. The Payment Type must be Check.
Debit memos are not included on this form because you cannot enter the invoice number (required with debit memos). You must apply debit memos through the A/R Posted Transactions form.
Non-A/R payment distributions must be entered in the A/R Payment Distributions form.
You can enter full or partial payment amounts. When you close the form or the work with a different payment, the system creates distributions for the selected invoices in the A/R Payment Distributions form.
NOTE: Deleting a payment through this form also deletes the payment from the A/R Payments and A/R Payment Distributions forms.
This form also shows the customer's order number, original Amount, and total due for the current invoice.
The system does not accept changes until you leave the form or work with a different payment.
In a multi-site environment, if you are making a quick payment where the Type is Draft, the system only displays invoices from the current site because you cannot select invoices from another site. There is a one-to-one relationship (site specific) with an invoice and a draft.
The system does not support applying payments to invoices of sites where they do not have the same domestic currency as the site entering the payment to apply.