Application of Posted Payments to Posted Invoices

DanAlpe

How can I apply a posted payment against a posted customer invoice? Our system is not applying payments against invoices.

Is there a way to force a payment to be applied to the oldest open invoice?

Thanks

Dan Alpe

Providing food for hungry people while striving to end hunger in our community.

Savatage

each customer has an "Application Method"
choices are:
Manual
Apply to oldest
Payment on account

This sounds like a training issue.

Click the Help->Contents->Sales & Receivables

DanAlpe

Thanks, that will work for future payments, What can I do about the three years of payments/Invoices that are still open?

Savatage

3 Years? nobody asked why for that long?

This is a training issue.
When the payment entry is made you should apply it to the invoice it's paying right then & there.

Click the Help->Contents->Sales & Receivables

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How about goto Customer Ledger Entries
at bottom there is an Application Button
Click Apply entries

now put your mouse on the lines you want to apply together
hit f9 on each line to "Mark" the Applies-to ID field
hit f11 to post it and they will be closed.

for example if I have an:
Invoice $1
Credit $1

I hit f9 while my cursor is on there line
when I hit f11 they will be applied together - and both entries will be closed.

Savatage

If nobody knows how to correcly enter a payment - I would suggest paying a NSC for an hr or two of there time to show you how it should done.

They can show you how to handle bounced check, prepayments, spreading 1 check across serval invoices, and any other situation you can think of.

It will be money well spent.