Unapplied Payments

Unapplied Payments

Overview

A customer can have unapplied payments on account for a variety of reasons. Some of the most common: 

  • Overpayment on an A/R check
  • Payments entered by sales employees without access to apply to invoices
  • A/R Adjustment that increases balance owed for returned checks, etc
Info
Amounts with a negative amount reduce the amount owed, and can be applied to invoices. Amounts with a positive amount increase the amount owed, and can be paid via A/R Payment, or can be applied against a return/credit.

Applying to Invoices

To apply an unapplied payment to an invoice, click on the hand icon in the grid. This will show a list of invoices available to apply this payment to. Simply select the invoices this unapplied amount applies to, and click confirm. The process is now complete. 

Merging Multiple Entries

If at some point, a customer has many unapplied payments, these can be merged into one for organization purposes. This may happen if a customer consistently pays over each month on their A/R payments. 

Check the box next to each payment to be merged together. From the “With Selected” menu, choose “Merge” and click “Execute”.

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