Partially Pay a Job-Related Document
To apply partial payments to job-related invoices:
- Open Accounts Payable
> A/P Transactions > Payment Entry.
- On the Payment
Entry form, enter payment header details as usual, including the vendor
number, transaction date, year and period.
- Select an apply
to use as the default for the current payment entry.
- Select the job-related
invoice you want to pay as usual.
- If you use
Select for the mode, click the Go button to display the unpaid invoices
for the selected vendor, then select Yes in the apply column for the invoice.
- If you use
Direct as the mode, enter the invoice number in the document field in
the detail grid, or use the Finder to choose the invoice.
- Enter the amount
of your payment in the Applied Amount column for the selected invoice,
then tab out of the field.
- If the Applied
Amount is less than the current balance and you want to select particular
details to which to apply the partial payment or to use a different apply
method for this invoice:
- Click the Jobs
button to open the Project And Job Costing Apply Detail form.
- Select the
apply method to use to allocate the partial payment to invoice details.
- Click the Go
button to display the invoice details.
- Select any
details that are not being paid
at this time, then click the Clear button.
- If you do not
want to use an apply method to allocate amounts to the details, enter
the amount that you are paying for each invoice detail. Ensure that the
sum of the amounts applied to the details is the same as the total applied
to the invoice. For example, you might need to adjust the amounts for
an invoice that uses a multiple payment schedule.
- When you are
finished, click Close to return to the Payment Entry form, then click
Save to save your payment entry.
- Click Add.