Applying an Unapplied Payment

Use the Received On Account window to enter accounts receivable payments.

For open item accounts, if you receive a payment and do not apply all or some of the payment amount to invoices, you create an unapplied payment.

Applying an Unapplied Payment

1. Display the Received On Account window.

2. Display the customer.

3. Click the Unapplied Documents tab.

4. Click the unapplied document that you want to apply.

   The Open Invoices tab automatically displays and the unapplied payment information is filled in.

5. Fill in any other payment fields on the screen. At a minimum, you must fill in Check # and Payment.

   Press TAB or use the mouse to click the field you want to enter.

   For a definition of each field, click here.

6. Select the invoices that this check applies to. To select an invoice, check the box on the left, next to the Store field.

7. Click Post or press ENTER to post the payment.

• Type an amount in the Allowance or Discount boxes to adjust the amount that will be applied as a payment to the account.

• Use the Reference box to type an information note for the payment.

• A QuickTip video is available to help you learn about unapplied payments. To view this QuickTip, go to http://www.activant.com/eagle-customer-support/, and click Training Browser. When the Training Browser displays, click Videos in the left pane, click Quick Tips, and then Accounts Receivable.