How_do_I_apply_a_payment_to_an_open_invoice_

How do I apply a payment to an open invoice?

Set up a category to apply a payment to an open invoice as soon as the receipt is saved.

You apply a payment to an open invoice to match the incoming payment to the specific amount owed, which will effectively reduce or close the customer's outstanding balance. 

 

Applying payments to an open invoice on receipt

1. Open Connect Cash Receipting > Organization > Categories.

2. Use the Look Up bar to enter a category code. Press Enter.

3. Click to select the checkbox titled Apply Accounts Receivable Payments.

Connect will credit the payment to open invoice amount.

 

Applying payments to an open invoice later

1. Open Connect Cash Receipting > Organization > Categories.

2. Use the Look Up bar to enter a category code. Press Enter.

3. Click to deselect the checkbox titled Apply Accounts Receivable Payments..

Connect will wait until payments are updated to credit the payment to open invoice amount.

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I apply a payment to an open invoice?

      Set up a category to apply a payment to an open invoice as soon as the receipt is saved. You apply a payment to an open invoice to match the incoming payment to the specific amount owed, which will effectively reduce or close the customer's ...

    • How do I apply a payment to an open invoice?

      Set up a category to apply a payment to an open invoice as soon as the receipt is saved. You apply a payment to an open invoice to match the incoming payment to the specific amount owed, which will effectively reduce or close the customer's ...

    • How do I apply an overpayment to the original expense account?

      Applying the overpayment to the original expense amount helps tie the excess payment directly to the transaction it relates to. This makes it easier to reconcile payments and receipts. identify which transaction caused the overpayment. respond to ...

    • How do I apply/refund deposits?

      Apply a deposit to an account or refund a deposit for a single customer or group of customers. Applying a deposit When you apply a deposit, running this routine will create an applied deposit transaction for every deposit selected. Deposits will be ...

    • How do I void a payment entry?

      Void a payment entry to invalidate a payment that has already been recorded, usually because there was an error or issue discovered after the payment was posted. Here are the key reasons why you would void a payment: Incorrect amount was entered. The ...