Non-supported ReleaseNon-supported Release
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Re-applying Customer Payments

If you recorded a customer payment and applied it to the wrong invoice, you can un-apply the payment from one invoice and re-apply it to another invoice if the customer billed on the invoice is the same. You use the Re-apply Payment window to un-apply a payment from one invoice and apply it to a different invoice on the same customer’s account. You can also use the Re-apply Payment window to un-apply payments that are made to other customers’ invoices. If you need to re-apply payments made across different customer accounts, use the Record Customer Payments window and the Advanced Add functionality. For more information on recording customer payments using Advanced Add, see the Recording Customer Payments topic.

When you re-apply a payment, e-automate removes the payment from one invoice and applies it to another. After you re-apply the payment, the invoice will show paid in full or paid in part, depending on the amount of the payment. When you un-apply a payment, e-automate shows the payment and the invoice as open. The re-apply functionality is only available in the Accounts Receivable Console window.

Getting to the TransactionGetting to the Transaction

On the e-automate toolbar, click [Receivables] to open the Accounts Receivable Console window.

In the Find field, use the drop-down menu to select Customer.

In the field to the right of the Find field, use the lookup to select the customer from whom you received payment.

On the Account Summary for --- [Customer Name] --- tab, uncheck Show Open Items Only.

Note: You cannot view applied payments when the Show Open Items Only checkbox is checked.

In the Account Summary for --- [Customer Name] --- region, select the payment to be unapplied or reapplied.

Use the drop-down menu to the right of [Payment] to select Re-apply Payment. E-automate opens the Re-apply Payment window populated with the payment and the invoices to which the payment was applied.

Basic InformationBasic Information

In the Previous applications region, leave Invoice No. checked for each invoice for which the payment should be unapplied.

In the Invoice field, use the lookup to select an invoice to which the payment should be applied.

Note: If you want to leave the payment unapplied, do not add any invoices to the New applications region.

In the Amount field, enter the amount to apply to the selected invoice.

Click [QuickAdd] to add the invoice and amount to the New applications region.

Repeat steps 2 through 4 until the entire payment is applied.

Note: Monitor your use of the payment in the Payment window in the upper left corner.

Completing the TransactionCompleting the Transaction

Click [OK] to reapply the payment to the appropriate invoice(s).