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If a payment pertains to a fee for an invoice you have not entered, you can select the Invoice Wash option to automatically generate an invoice for the payment when you post it. For example, if the payment is for involvement in a school activity for which you cannot bill in advance as you do not know who will be participating, you can use this option to bill customers as you receive payments for this activity.

 To Designate a Payment as an Invoice Wash
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Receivable Payments, then click Go .
  3. To preview and print invoices after posting, click Print Invoices on the Invoices main menu. You can sort by name, customer code, and posting period. The matching invoices display in the grid in the lower half of the window. Select the invoices you want, and click Preview or Print. .
  4. Click Add/Edit Payments, then click Add.
  5. In the Payer field, click Lookup to select a payer. The payer's address displays below the Payer field.
  6. In the Type drop-down list, select the payment type.
  7. If the payment is a check and your organization uses check scanners, click Scan Check to scan the check. Otherwise, go to the next step.
  8. In the Reference # field, enter the reference number for the payment. The reference number could be a check number if the payment is a check or a confirmation number if the payment is being made by a credit card.
  9. In the Payment Amount field, enter the amount of the payment.
  10. In the Receipt # field, enter the receipt number or click Next to assign the next available receipt number. If you have Accounts Receivable set up to auto assign receipt numbers, the receipt number automatically displays.
  11. In the Payment Description field, enter the payment description.
  12. Select Unapplied Amount/Invoice Wash.
  13. In the Unapplied Amount/Invoice Wash drop-down list, select Invoice Wash.
  14. Under Unapplied Amount, select a description for this payment and click OK.