How to Apply Payment

arindam
arindam Member Posts: 176
edited 2008-08-07 in NAV/Navision Classic Client
Hi All,

In Navision 4.0 and 5.0 how can I apply payment against an Invoice or Sales Order ? I mean what is the proper method to record payment from the customer ?

Regards,
Arindam

Comments

  • Savatage
    Savatage Member Posts: 7,142
    you say Invoice or Sales Order
    - so are you talking about a prepayment of an unposted Invoice or Sales order??
    -Or has the Invoice or Sales Order been posted?
    Harry Ruiz
    http://www.BiloBeauty.com
    http://www.autismspeaks.org
  • arindam
    arindam Member Posts: 176
    I want to apply payment after Invoice or Sales Order is posted.

    Is there any way that I can apply payment before posting Invoice or Sales Order ? I think this is not possible.

    Waiting for your feedback.
  • garak
    garak Member Posts: 3,263
    Open "Cash REceipt Journal".
    Insert there a line of "Document Type" PAYMENT (if it is a payment).
    Fill the "Document No.", the "Account Type", the "Account No.", the "Applies-to Doc. Type", the "Applies-to Doc. No." (or Function -> Apply Entries) and your "Description". If your Journal doesn't have a default "Bal. Account No." you must also fill these fields. Now you can apply you invoice with a payment.

    If you has posted an payment without apply to a / some invoice(s) / cr. memos, you can apply the enties on form "custromer Ledger Entries" -> Function -> "Apply Entries". These all is also described in some manuals (i know, i say it ever, but please people read this docs) and in the Online Help (Press Button HELP on Journal Form).

    Regards and enjoy NAVision
    Do you make it right, it works too!

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