Automatically Populate New Receipts with Amount and Payment Type

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Every time a new receipt is created, the user must enter the amount and select the payment type.

  1. Go to Location Setup > General tab

  2. Group: Accounting: Invoices and Receipts

    1. Initialization of New Payment dialogue with default data basing on invoices due and unallocated deposits= Yesmceclip0.png

With this setting enabled, the amount paid is automatically populated. The amount is calculated by the total of the outstanding invoices.

The payment type defaults to the payment type entered when the most recent receipt was created.

If any deposits exist, these will be allocated to the outstanding invoices first.   mceclip0.png

Pay an Outstanding Balance / Create Receipt after Invoice Creation

Allocate a Deposit to an Invoice

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