Displaying Open Documents in Payment Entry

You can control the order in which open documents (such as invoices that are not yet paid, or credit notes that have not been applied) appear in selection lists when you are applying payments in the Payment Entry form. This option lets you display the documents in the order that is easiest for you to use.

Accounts Payable displays open documents by document number unless you choose another order. To change the order at any time, use the Default Order Of Open Documents option on the Transactions tab in the Options form.

You can choose to display open documents for each vendor account by:

 

Document number

PO number. This choice groups open (unpaid or unapplied) documents (invoices, credit notes, and debit notes) by their purchase order numbers. Documents issued from the lowest purchase order number are displayed first.

Due date. This choice lists open invoices, credit notes, and debit notes by their due dates, beginning with the document with the oldest (earliest) due date.

Order number. This choice groups open documents by their sales order numbers. Documents entered with the lowest sales order number are listed first.

Document date. This choice lists open documents by the document dates entered with them, beginning with the oldest date.

Current Balance. This choice lists open documents by their outstanding balances, beginning with the smallest amount.

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