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SALES ORDERS - AR Payment

Post a Payment to Accounts Receivable in the Sales module from a Customer even if you don't have access to AR

SalesListARPayment

  • select Customer
  • accept / change date
  • select Salesperson / Territory
  • enter Reference (ie customer cheque #)
  • option to add Notes to print on the Payment Receipt
  • click on Apply Payment
  • select Payment Method - click the double chevron to view more (for setup see Sales Orders - Payment Methods)
  • enter Amount
  • enter Authorization Code if required