Viewing and Editing Existing Payments

Overview

Use this job aid to view or edit existing payments.

To view or edit existing payments:

1. From the Toolbar, click Accounts Receivable.
2. From the Accounts Receivable menu, select Payments/Prepayments, and then select Payments/Prepayments.
3. Select View/Edit Existing Payments.
4. Under Receipt Number Selection Criteria, specify a Name Id, Payment Date, and/or a Check Date and then click OK, or under Receipt Selection Criteria, specify a Location Code, Receipt Number, and/or bank code and then click OK, or under Invoice Selection Criteria, specify a location code and/or invoice number and then click OK.
5. To edit or view a payment, select the payment from the list, click Select.
6. To edit remarks or a check number, click Remarks
7. At the Do You Wish To Display These Invoice Applications? click Yes.
8. Select the line item you want to view, and then click Select.
9. The discount detail will display, click OK.
10. Press Esc until the Toolbar becomes active.