Apply Cash Receipts - Revision history

Mwillard: /* Credit Card Payments */

2024-10-24T16:28:02Z

‎Credit Card Payments

2024-10-24T16:27:15Z

‎Credit Card Payments

2024-10-24T16:23:34Z

‎Credit Card Payments

2024-10-24T16:23:21Z

‎Credit Card Payments

2024-10-24T16:22:00Z

‎Credit Card Payments

2024-10-24T16:13:56Z

‎Applying Payments

2024-10-23T17:40:07Z

2024-08-05T15:04:14Z

2024-08-05T15:03:57Z

2024-08-05T15:03:29Z

@@ Line 84: / Line 84: @@
 This button will launch the Process Money screen defaulted to the Credit Card Money Type in the green Setup menu on the left side of the screen. Read more about the [[Process Money]] screen.
+[[file:Process_money_cc1.png]]
 Once the payment is complete on the Process Money screen, return to the Apply Cash screen and click the Save Cash Rec button in the yellow Actions menu on the left side of the screen to complete the cash receipt in Adjutant and apply the credit card payment to an invoice or create an open credit.

@@ Line 84: / Line 84: @@
 This button will launch the Process Money screen defaulted to the Credit Card Money Type in the green Setup menu on the left side of the screen. Read more about the [[Process Money]] screen.
-[[file:Process_money_cc.png]]
 Once the payment is complete on the Process Money screen, return to the Apply Cash screen and click the Save Cash Rec button in the yellow Actions menu on the left side of the screen to complete the cash receipt in Adjutant and apply the credit card payment to an invoice or create an open credit.

@@ Line 84: / Line 84: @@
 This button will launch the Process Money screen defaulted to the Credit Card Money Type in the green Setup menu on the left side of the screen. Read more about the [[Process Money]] screen.
+[[file:Process_money_cc.png]]
 Once the payment is complete on the Process Money screen, return to the Apply Cash screen and click the Save Cash Rec button in the yellow Actions menu on the left side of the screen to complete the cash receipt in Adjutant and apply the credit card payment to an invoice or create an open credit.

@@ Line 84: / Line 84: @@
 This button will launch the Process Money screen defaulted to the Credit Card Money Type in the green Setup menu on the left side of the screen. Read more about the [[Process Money]] screen.
-[[file:Process_money_cc.png]]
 Once the payment is complete on the Process Money screen, return to the Apply Cash screen and click the Save Cash Rec button in the yellow Actions menu on the left side of the screen to complete the cash receipt in Adjutant and apply the credit card payment to an invoice or create an open credit.

@@ Line 78: / Line 78: @@
 ===Credit Card Payments===
-Credit cards can be accepted for payment on the Apply Cash screen by following all of the same steps listed above for accepting payments in general, and then clicking the Pay With CC button in the yellow Actions menu on the left side of the screen.
+Credit cards can be accepted for payment on the Apply Cash screen by selecting Credit Card as the Payment Type in the green Setup menu on the left side of the screen, following all of the same steps listed above for accepting payments in general, and then clicking the Pay With CC button in the yellow Actions menu on the left side of the screen.
-[[file:Pay_with_cc.png]]
+[[file:Setup_CC.png]] [[file:Pay_with_cc.png]]
 This button will launch the Process Money screen defaulted to the Credit Card Money Type in the green Setup menu on the left side of the screen. Read more about the [[Process Money]] screen.

@@ Line 10: / Line 10: @@
 '''Function''' The Apply Cash Receipts screen is used to enter cash receipts and apply them against open AR invoices.
-===Applying Payments===
+==Applying Payments==
 To apply cash to an invoice, click the '''New Cash Receipt''' button. Then enter the Custno (customer number) or Company (customer name). The system will automatically bring up all open invoices for that customer. Select the appropriate Cash Account and enter the Cash Amount from the customer. Then, check which invoices to apply the cash payment to, and the system will automatically allocate the amount of the payment across the invoice(s) selected. The allocated amount can be change by editing the Paid Amt column in the bottom grid.

@@ Line 2: / Line 2: @@
 == General Information ==
-'''Default Menu Location:''' Transaction >> Accounts Receivable >> Apply Cash Receipts
+'''Default Menu Location''' Transaction >> Accounts Receivable >> Apply Cash Receipts
-'''Screen Name:''' CASHREC
+'''Screen Name''' CASHREC
-'''Function:''' The Apply Cash Receipts screen is used to enter cash receipts and apply them against open AR invoices.
+'''URL''' CashRec_S.htm
 To apply cash to an invoice, click the '''New Cash Receipt''' button. Then enter the Custno (customer number) or Company (customer name). The system will automatically bring up all open invoices for that customer. Select the appropriate Cash Account and enter the Cash Amount from the customer. Then, check which invoices to apply the cash payment to, and the system will automatically allocate the amount of the payment across the invoice(s) selected. The allocated amount can be change by editing the Paid Amt column in the bottom grid.
@@ Line 73: / Line 76: @@
 '''Include Paid Invoices:''' Check to display all paid invoices in the Invoice List grid.
 [[Category: Accounts Receivable]]