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Apply Payments Dialog

 
Use this dialog to view payments that are available to be applied and then apply all or some of those payments to the current record. To be available to be applied to a record a payment must:
 
Payments can be applied in the dialog using one of three methods:
 
The applied amount of a payment line cannot be greater than its unapplied balance and the sum of applied amount in the table cannot be greater than the open balance of the record.
 
This topic shows available when the Apply Payments dialog is opened from an invoice. Fields available may be slightly different when the dialog is opened from other record types but the basic functionality si always the same.
 
See the Payments topic for more information about payment concepts in general.
 
Apply Payments Dialog
1

Save & Exit Button

1. Save & Exit Button
2

Cancel Button

2. Cancel Button
3

Record Recap Fields

3. Record Recap Fields
All controls in this section are read only. This section displays data about the record from which the Apply Payments dialog was opened. The currency fields display the current payment due amount as well as any previous payments applied and the open balance.
4

Auto Apply Button

4. Auto Apply Button
5

Save Layout Button

5. Save Layout Button
6

Load Default Layout Button

6. Load Default Layout Button
7

Available Payments Table Read Only Fields

7. Available Payments Table Read Only Fields
This table displays all of the payments that are available to be applied to the record. These fields in the table are read only. They display information from the payment.
8

% Field

8. % Field
This field is the percentage of the open balance of the payment that you wish to apply to the record.
9

Applied Amount Field

9. Applied Amount Field
This field is the currency amount of the payment that you wish to apply to the record. This cannot be greater than the open balance of the payment.
10

Applied in Full Checkbox

10. Applied in Full Checkbox
If you check this box, after you save and exit from the dialog the payment is marked as Applied in Full (see A/R and A/P Payments Header Fields and Applied in Full Checkbox for more information).