Selecting a Customer in Accounts Receivable

Double-click $graphics\AR_POST_ICON16.gif$ , or click the Posting menu and click Accounts Receivable. The Accounts Receivable Posting window opens, displaying the Payments tab.

Note: You can add a new customer from the Accounts Receivable Posting window if needed. If you need instructions, see Adding a Customer in Accounts Receivable. (To add a customer in Accounts Receivable, the Add From B field in the (LA) Customer and A/R Parameters screen must be set to Y.)

You can select a customer using each of the following methods:

Selecting a Customer by ID or Name
Using the Customer Query Dialog Box
Using the Accounts Receivable Customer Group Feature

Notes: The ID and Name boxes are shown in bold. Bold boxes indicate that you can use them to search. In addition, if you are using the User Type box in the Salesperson window or the Salesperson Alias feature, the system only displays the customers who are assigned your salesperson number or any aliases assigned to your salesperson number. For more information, see Salesperson Aliases.

To automatically update the customer's history with the payment date, check number, and amount when the payments are posted, be sure the Update Customer History box in the Accounts Receivable Payments tab is checked. For details, see Updating Customer History.

Return to:

Adding and Viewing A/R Specials

Changing the Purchase Orders, Dates, and Discounts

Correcting a Payment Made to the Wrong Account

Posting a Beginning Balance as a Lump Sum

Posting a Beginning Balance for Each Invoice

Posting a New Invoice

Posting an Adjustment

Posting Beginning Balance Credits

Posting Credits in the Payments Tab

Posting Credits in the Post/Change Tab

Posting Payments for a Summary Invoice

Posting Payments for Multiple Accounts

Writing Off a Bad Debt