Receiving a Payment for a Balance Forward Account

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

Receiving a Payment for a Balance Forward Account

1. Display the Received On Account window.
2. Display the customer.
3. If this customer has job accounts, do one of the following:

   • select the job account in the Job field

or

1. • Select ALL to apply a payment across job accounts. Click here for the procedure.

4. Fill in the fields on the screen. At a minimum, you must fill in Check # and Payment. The other fields are optional, but you may need to fill in some or all of them. For example, you can use the Allowance or Discount boxes to adjust the amount that will be applied as a payment to the account, or the Reference box to type an information note for the payment.
    

If option 3581 “Allow tender type selection for backoffice ROA payments” is set to Yes in Options Configuration, you can use the Tender Type field to select the payment method of the ROA.

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

For a definition of each field, click here.

5. Click Post or press ENTER to post the payment.
6. (Optional) To print a receipt for the payment you just posted, click Misc and select "Print payment receipt." You must have a printer set up for ROA receiptsTo set up a printer for ROA receipts, do the following:
   1) From the Eagle Browser, click Utilities in the left Pane, then select Device Configuration. 2) Double-click on "Backoffice ROA," and select a Windows printer. .

The receipt prints based on the check number. If the same check number was already used the same day for the same customer, then the earlier items will be included on the receipt.