Applying Cash Receipts to Credit Memos

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Posted on by mps-bnotestine

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Good morning everyone,

We are a brand new Dynamics GP 2013 customer and my AR manager has asked me to look into the ability to apply Cash Receipts to Credit Memos. We know how to do this from the Cash Receipts screen as depicted below but she is wondering if there is a way to have all Payments/Credit Memos listed in 1 window without having to choose the document type.

So instead of selecting the drop down they would just all be listed there by default.

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Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at

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RE: Applying Cash Receipts to Credit Memos

To clarify, you can't apply a Payment to a Credit Memo, only to Invoices or Debit Memos, but it would require a customization to accomplish what she's looking for.