Applying Entries - Customer
- Go to Customer Record
- Select Ledger entries
- Select either the invoice or the payment
- Click on Process, Apply Entries
- Select the line(s) you want to apply against
- Select Process and then Set Applies-to ID.
- The system automatically enters your User ID into the “Applies-To ID” field.
- You can do this to as many open entries as you like
- You can select the Set-Applies to ID a second time to remove the value if the incorrect one is selected.
- Once you enter the Applies-to IDs, at least one debit and one credit, Select the Application button
- Select Post Application