Apply payments to outstanding invoices or credits

(0) Share

Report

Posted on by Asker

Hello

I have an un-applied receipt amount in a Customer account. I want to apply this amount to some outstanding invoices. I know this should be simple, but I can't work it out. If I do it as a Payment in Payment Journal, NAV requests that I put an amount in, but there is no money coming into the bank - I just want to allocate the payment to invoices.

Can you help me with this?

Thanks

*This post is locked for comments

All responses (5)

Answers (0)

Suggested answer

Alexander Ermakov 28,094 on at

Like (0)

Report

RE: Apply payments to outstanding invoices or credits

Just to extend Hannes recommendation of manual application of entries, here is a manual )) on Microsoft Learn:

learn.microsoft.com/.../receivables-how-apply-sales-transactions-manually
Suggested answer

DAnny3211 9,276 Moderator on at

Like (0)

Report

RE: Apply payments to outstanding invoices or credits

hi

look this

community.dynamics.com/.../504590

DANiele
Suggested answer

Amit_Sharma 2,545 on at

Like (0)

Report

RE: Apply payments to outstanding invoices or credits

Hi,

Use Apply entries feature of NAV

Regards

Amit Sharma

www.erpconsultors.com

Press Yes if Info is useful
Suggested answer

Asker 75 on at

Like (0)

Report

RE: Apply payments to outstanding invoices or credits

That's great - many thanks!
Hannes Holst 5,767 on at

Like (1)

Report

RE: Apply payments to outstanding invoices or credits

Hi,

You can use the Payment or Cash Receipt Journal when you have new transactions.

To apply existing transactions, you can do this in Customer Ledger Entries.

Select "Apply Entries" from menu and go from there.