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Applying Customer Payments via payment journal

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Posted on by Sazlle

When I enter a payment journal for a customer payment and try to apply it to the sales invoice, it only applies to one invoice and I have to go back and apply individually. I'm selecting applies to doc type 'customer' and 'applies to doc no' to see the window with all the open invoices, then select more to select more as the payment was for a few invoices. But when I go back and check only 1 gets applied.

Has anyone else had this issue? if so how do you resolve it?

thanks

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Dynamics 365 Business Central

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Gavin 2,508 on at

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Hi,

If you want to apply the payment to more than one invoice use the "Process > Apply Entries" option as per below:

Hope this helps

Thanks

Gavin

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Tabrez Ajaz 785 on at

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Hi Sazlle,

Gavin Whittaker is right, from cash receipt journal you can do that, except this you also have option from Customer -> Ledger entries.

After posting your payment, go to Customer and open ledger entries then, select the payment entry and under Process menu click on Apply Entries action, for e.g. see below screenshot:

And after clicking on Apply entries you will see a page something below on this page select the invoice 1-by-1 or multiple at a time and click on "Set Applies-to ID" and this click on Post Application Action the selected payment on previous screen will apply to all the selected invoice:

I hope now you get the idea how to can apply multiple invoice to a single payment.

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, just add an official video. Hope this helps as well.

https://www.youtube.com/watch?v=G4kthcv4xnU

Thanks.

ZHU

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Sazlle 30 on at

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Thanks, this helped enable to me to resolve the issue!

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