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How to manually tag a Purchase Invoice and Sales Invoice when paid from the Posted Invoices?

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Posted on by Imari

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Hi.

We're attempting to have a record of our paid invoices tagged accordingly and not to be included in the Overdue outstanding invoices.

Thank you.

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Dallefeld 225 User Group Leader on at

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Are you not applying payments to invoices when you record the payment? If you do the apply either with the payment or even after in the vendor ledger, the invoice will not show overdue

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Imari 202 on at

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Thanks for your response, Kim. We haven't applied anything yet when it comes to payment. We're trying to catch up on this now. We've started working on payment to vendors in BC but weren't able to continue. Could you please share an article on how we can manually update our payment records to not show those paid invoices on the overdue report as well as for the sales invoices already paid by the clients? I appreciate your assistance on this.

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Dallefeld 225 User Group Leader on at

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I'm going to give you the steps

1. go to Vendor card then vendor ledger entries (or go to vendor ledger entries and filter for one vendor at a time)

2. position your cursor on the payment you want to apply

3. choose Process>>Apply Entries

4. For each invoice to be applied to the payment, position your cursor on the line

5. Choose Process>>Set Applies to ID

6. Once you've selected all the invoices for that payment, Choose Process>>Post Application

7. Repeat steps 1-6 for all payments for all vendors.

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Mohana Yadav 61,200 Super User 2026 Season 1 on at

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you can check these links

www.youtube.com/watch

learn.microsoft.com/.../payables-how-apply-purchase-transactions-manually

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Imari 202 on at

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Thank you for your assistance. I've followed the instructions however, I'm getting an error message. Here's how I did it:

> Go to the vendor card, Vendor then Ledger Entries. The Vendor Ledger Entries show

Apply Entries: The Applies to ID already has details on it. Whenever I select Set Applies-to ID, it went blank and when selected again, it enters my salescode. Other ledger entries when clicked on the Apply entries option, don't have anything on the list.

When Post Application is selected (this is for the scenario wherein Set Applies-to ID is not anymore selected since it's auto-populated, here's the error message:

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Dallefeld 225 User Group Leader on at

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If there is nothing in the list when you go to Apply Entries, it means there are no open vendor ledger entries.

If there is no Applies to ID, you cannot Post Application, your user id is a valid Applies to ID.

Seems like you might need to contact your partner for some training and/or support

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Imari 202 on at

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Thank you for your assistance, Kim.

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Imari 202 on at

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Hi, Kim.

May I know the reason why the figure/amount of the overdue purch. invoices report in the BC home screen doesn't change even if the invoice record is no longer in the overdue purch. invoices amount? I really appreciate your assistance.

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