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Microsoft Dynamics GP (Archived)

Applying a cash receipt to invoices

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Posted on by Microsoft Employee

I am trying to apply a cash receipt to invoices that it relates to. I have entered the information into 'Cash Receipts', but when I click 'Apply' - the relevant invoices do not appear. These invoices still appear in the aged trial balance so I am not sure why this is happening. What should I do to overcome this?

Also, I am quite new a using the software so I am unsure what the correct procedure is to apply cash receipts to invoices and for the income to also appear in bank.

Any advice would be greatly appreciated!

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  • Frank_Heslin Profile Picture
    Frank_Heslin 895 on at
    RE: Applying a cash receipt to invoices

    Have you verified that the docs you're trying to apply to still have an Amount Remaining?

    When you do an inquiry (by Customer or Document) make sure you expand the rows by clicking the double, down arrows on the far right, then make sure the amount remaining is greater than zero.  If it is zero, highlight the line (just click on it), and then click on the Amount Remaining link.  This will open the Applied from Credits window, and it will show what document is applied to it.

    Let us know.

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