Apply and unapply a customer payment

Apply a customer payment to one or more eligible invoices or other receivables transactions for the same customer. Open Menu > Receivables > Customer payments.

Before you begin

You need an accepted customer payment with an unapplied amount and at least one eligible open transaction for the same customer. The affected posting period must be open.

To apply a customer payment

1. Open Menu > Receivables > Customer payments.
2. Open the customer payment.
3. Select Apply payment or Apply remaining payment.
4. Select the transactions and enter the amounts to apply.
5. Select Apply transactions.

The applied amount reduces the invoice amount due. Any remainder stays unapplied on the payment.

The apply action is unavailable when the payment is fully applied or voided.

To remove all applications, select More actions > Unapply and confirm Unapply. The action is unavailable when the payment has no applied transactions or the change would affect a closed posting period. Payments created through a payment link can have additional restrictions.