Difference between revisions of "Receipts Entry"
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=='''Overview of AR10'''== | =='''Overview of AR10'''== | ||
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| + | Many customer orders are prepaid, enabling you to enter payments via check, cash, credit card, etc. in [[:Category:Order Entry|Order Entry ]] as you enter the order. But of course, not all orders are prepaid. Customers also remit payments in response to invoices. In other cases they may send in payments that aren’t directly attributable to either an order or an invoice. Receipts Entry accommodates any such payments. Use Receipts Entry to record any payment receipt that isn’t an order prepayment. | ||
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| + | You can also use Receipts Entry to apply other miscellaneous payment amounts that affect an invoice balance. Apply open credit amounts to specified invoices in Receipts Entry. You can apply a discount to an invoice balance or write off a portion of an invoice balance. Receipts Entry offers a flexible interface that enables you to use any of these methods or others separately or in combination to affect the balance of an invoice. | ||
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| + | * From the DDI Connect main menu, double-click Accounts Receivable | ||
| + | * Double-click Receipts Entry. You will see a screen similar to this one: | ||
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| + | [[File:AR Receipts Entry 1.png]] | ||
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| + | =='''Adding a New Receipt'''== | ||
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| + | To add a new receipt, click the New button on the toolbar. You will see this screen: | ||
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| + | [[FIle:AR Receipts Entry 2.png]] | ||
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| + | The following fields are available on this screen: | ||
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| + | {| class="wikitable" | ||
| + | |- | ||
| + | ! '''Field''' !! '''Description''' | ||
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| + | | '''Fiscal Year''' || Example | ||
| + | |- | ||
| + | | '''Customer ID''' || Example | ||
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| + | | '''Invoice number''' || Example | ||
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| + | | '''Receipt #''' || Example | ||
| + | |} | ||
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| + | =='''Locating an Existing Receipt'''== | ||
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[[Category:Accounts Receivable]] | [[Category:Accounts Receivable]] | ||
Revision as of 17:21, 26 September 2012
Overview of AR10
Many customer orders are prepaid, enabling you to enter payments via check, cash, credit card, etc. in Order Entry as you enter the order. But of course, not all orders are prepaid. Customers also remit payments in response to invoices. In other cases they may send in payments that aren’t directly attributable to either an order or an invoice. Receipts Entry accommodates any such payments. Use Receipts Entry to record any payment receipt that isn’t an order prepayment.
You can also use Receipts Entry to apply other miscellaneous payment amounts that affect an invoice balance. Apply open credit amounts to specified invoices in Receipts Entry. You can apply a discount to an invoice balance or write off a portion of an invoice balance. Receipts Entry offers a flexible interface that enables you to use any of these methods or others separately or in combination to affect the balance of an invoice.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Receipts Entry. You will see a screen similar to this one:
Adding a New Receipt
To add a new receipt, click the New button on the toolbar. You will see this screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Fiscal Year | Example |
| Customer ID | Example |
| Invoice number | Example |
| Receipt # | Example |
