Receive Payments [Multi-Customer]
The Receive Payments [Multi-Customer] form is where you can receive multiple or all payments from your customers. This form will only display Posted and Unpaid transactions since Unposted transactions are considered incomplete. Inside this form you will see all outstanding transactions and balances for all your customers. You have the ability to manually enter payments to any transaction or apply payments by using the Select All or Clear All buttons. At the upper right corner of the form there is an option to group your receivables. Select from the Group By combo box on how you would want your receivables to be grouped.
Data Entry Fields
Enter the Date you are receiving your payments in the Date Paid field. Then select the Account Receivable account in the A/R Account field. Next choose the Deposit Account you will be using to enter the payments and choose the Currency. Enter a Reference number if any and select the Payment Method type. Enter a Payment Info, Expiry Date and Memo if any. Next click the Pay check box before the Customer ID field to receive each transaction in full or double click in the Payment field to receive it in full. To receive partial payments from customers, manually type the amount received in Payment field. When you are finished receiving all the payments you want click the Post button to update your General Ledger and enter the transactions in the Receive Payments form.
Read Only Fields
The read only fields include the:
Customer ID
Due Date
Invoice Number
Terms
Invoice Total
Amount Due
When receiving multiple payments from customer/s and you want to create individual receivables for each invoice, click on the Create Individual Receivables check box.
At the bottom right corner of the form is an option to filter the receivables by Customer. Select from the drop down combo box the particular customer and click Filter By All Customers button to view all receivables from that customer.
There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. You should also take a look at the Security form > Default Accounts tab and the Starting Numbers form for other related options that can be set.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like posting or closing.
The Find button will enable you to Find receivables.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Post or Unpost button will update the general ledger and add records to the Receive Payments form. See: Posting Receivables
The Select All button will select all listed transactions, and, if you click on the Post button, you will automatically pay all the listed transactions. Based on the Date Paid field it will also calculate Discounts and Interest on all the transactions. If the majority of the transactions will be paid you may want to click the Select All then go back to clear the few that have not been paid yet and then click the Post button to pay all selected transactions.
The Clear All button will automatically clear or remove payments for all the listed transactions. If you want to start fresh after paying several transactions you can use the Clear All button to clear all the payments from the transactions.
The Reload button will reload the Receive Payments (Multi-Customer) form and will display all receivables.
The View Selected button will display all receivables that are marked with check.
The Show All button will display all receivables. This button will be shown when you select to to View Selected payables only.
The Close button will close the Receive Payments form.
Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.
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