Page History

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• If a payment of $150 is received but the invoice total is $120 then the 'Amount to Apply' will default to $120
• If a payment of $150 is received but the invoice total is $170 then the 'Amount to Apply' will default to $150

How do I apply a payment to an invoice, tax authority, billing account or another payment?

Example: To appy a payment to an invoice, tax authority, billing account or another payment

1. Select the 'Applications' sub menu for the payment
2. Using the 'Apply this payment to' box at the bottom of the screen
3. Enter or use the lookup to enter the 'Invoice Id' to apply the payment to (NOTE: This can be used if the invoice is to another party eg ordered by a subsidiary but paid for by another company of the same group)
4. Enter or use the lookup to enter the 'To Payment Id' to apply the payment to if required (NOTE TO CHECK: How does this work....?)
5. Enter or use the lookup to enter the 'Billing Account Id' to apply the payment to if required
6. Enter or use the drop down box to select the 'Tax Auth Geo Id' to apply the payment to if required (NOTE TO CHECK: This is a country so need to test how this actually works......)
7. Enter an amount in the 'Amount to Apply' (NOTE: This must be less than or equal to the payment amount)
8. Press the 'Apply' button