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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.

 

 

 

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