Displaying Payments

Overview

Use this job aid to display payment applications for a name id. Payment applications can be displayed for all payments, regardless of the status code, or to display unapplied payments only.

To display payments:

1. From the Toolbar, click ACR for Accounts Receivable.
2. From the Accounts Receivable menu, select Account Balance Inquiry.
3. In the Name Id box, click Lookup or type * and press Enter, and then select the name id, or type the name id you want to inquire on.
4. Click OK.
5. Highlight the Location and then click Select.
6. Select Payments.
7. In the Applied Status box, type 0 for all payments or type 1 to display unapplied payments or type 2 to display applied payments or type 3 to display voided payments.
8. In the Beginning and Ending boxes click the calendar button to add Payment Date, Application Date and/or Postmark Date if applicable.
9. Click OK.
10. Select a payment you want to view.
11. Click OK.
12. Click Cancel.

Learn more about Account Balance Inquiry feature:

• Calculating the Amount Due ACR
• Displaying Address and Phone Information
• Displaying Aged Balances ACR
• Displaying Payments
• Displaying Sales Orders
• Displaying Delivery Tickets
• Displaying Invoices ACR
• Account Balance Analysis ACR
• Using Contact Types in Accounts Receivable