The following are instructions for 2 scenarios, both using the Text version of Post Customer Payments (see below Text section for Graphical steps):
Posting available payment from one customer to another--Text Version
- Navigate to Accounts Receivable>>Post Customer Payments
- Enter Customer ID of Customer with the Payment that needs to post to a different Customer.
- System will ask "Receive New Payment?" >> Answer "N"
- In the Select Item box, scroll to the Payment you want to apply to another Customer and hit enter.
- Enter through Item Reference field, then type a "Y" to Modify Distribution at the Customer Payment Exists prompt.
- Hit enter and then the ESC key.
- Answer "Y" to the question, “Apply rest of this payment to another customer?"
- Enter the new Customer ID (where balance of payment is to be applied) and then post as normal.
Posting available payment to same customer--Text Version
- Navigate to Accounts Receivable >>Post Customer Payments
- Enter Customer ID and select customer where the payment exists.
- System will ask "Receive New Payment?" >> Answer "N"
- In the Select Item box, scroll to the Payment you want to apply to an Invoice for Customer and hit enter.
- Enter through Item Reference field and then type a "Y" to Modify Distribution at the Customer Payment Exists prompt.
- Scroll to the Invoice you would like to apply payment to and follow the steps on applying payment.Y
Posting available payment from one customer to another--Graphical Version
- Accounts Receivable >> Post Customer Payments
- Select the Customer ID with the Payment that needs to post to a different Customer.
- Highlight and Select the Payment in the Prior Payments and Credits box that needs to be moved and applied to another Customer.
- At the top right of the screen, just below the Credit Card field, you will see the following: Move To Another Customer. This will prompt a box as follows:
- Select the Customer ID for which the payment belongs and then click Find Invoice. You will need to type the Invoice # as it appears on that Customer's account.
- The system will prompt an Invoice # box. Click OK to continue.
- The system will move the Payment to the new Customer's account and open the account for proper posting.
- Apply the Payment as you normally would.
- Accounts Receivable >> Post Customer Payments
- Enter Customer ID with the unapplied/prior Payment
- In the Prior Payments and Credits box, highlight and Select the Payment that needs to be posted/applied.
- In the screen above, a list of Open Invoices will appear. Make your selection by either double-clicking to Select, or highlight and right-click to use the Apply Payment to Invoice box to add a discount, if applicable.
- Click Accept at the bottom right and then Yes to complete the process.