Creating 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. At a later time, you will display the account and apply the unapplied payment.

Creating an Unapplied Payment

1. Display the Received On Account window.

2. Display the customer.

3. Click the Open Invoices tab.

4. Fill in the 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.

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

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

   A dialog displays reminding you of the amount remaining that has not been applied.

7. Click the button to post the amount remaining as an unapplied payment.

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

• A QuickTip video that helps you learn about unapplied payements is available. 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 select Accounts Receivable.