Select invoices to pay
When to use this procedure
Use this procedure to select one or more outstanding customer invoices on the Customer Payments window to pay or apply credit to.
Steps to complete
Select from the options below to select one or more invoices on the Customer Payments window.
Select all invoices
- Click Select All.
- Use keyboard shortcut Alt, S if the customer is paying the entire outstanding balance.
- Right-click in the grid and click Select All.
Select individual invoices
Select the check box in the Select column of the Invoice grid for each invoice you want to pay.
If the value in the Disburse Amount box... Then the Pay Amt column in the Invoice grid will equal... is 0.00
the remaining balance of the invoice.
exceeds the remaining balance of the selected invoice
the remaining balance of the invoice and the Amount Left box will equal the Pay Amt value less the Disburse Amount value (Pay Amt - Disburse Amount).
is less than the remaining balance of the selected invoice
the Disburse Amount value.
Exclude invoices
- Click Clear All.
- Use keyboard shortcut Alt, L (to exclude all invoices).
- Right-click in the grid and select Clear All.
- Clear the Select check box for the invoice in the Invoice grid.
The value in the Amount to Pay box automatically reduces.
If you clear the check boxes for deposits or credits you added through the Order and Credit buttons, the deposit or credit will be removed from the Invoice grid.
