Applying a Draft Receipt to All Open Invoices for a Customer

Access the Invoice Entry form.

To apply a draft receipt to all open invoices for a customer:

1. On Invoice Entry, select Load from the Form menu.

2. On Load Invoices, complete the Company and Payor fields and then click OK.

   The system searches for all invoices for the specified company and customer in order by due date, and applies them to the draft in the receipt until the system has applied as much of the receipt amount as possible.

   If you set a processing option to use a default type input code, when the system loads invoices, it populates the TI field with the value that you specified in the processing option.

3. On Invoice Entry, if you do not apply the entire amount of the draft, change the value in the Payment Amount field for any of the detail lines.

   The Open Amount from the invoices and the Unapplied Amount from the draft are adjusted, based on the Payment Amount.

4. Click OK.