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--- accountsreceivable:maintenance:invoicepayments:applyoverpayment [2017/05/25 15:17] – emoreno
+++ accountsreceivable:maintenance:invoicepayments:applyoverpayment [2020/09/15 21:21] (current) – emoreno
@@ Line 15: / Line 15: @@
 ====Apply overpayments:====
-Under **Select an Outstanding Overpayment**, a list of customers who have outstanding overpayments is displayed. The list is sorted by customer name and check date.
+VCV Under **Select an Outstanding Overpayment**, a list of customers who have outstanding overpayments is displayed. The list is sorted by customer name and check date.
-  * The cash receipt number, check number, check amount, overpayment amount, and available amount are also displayed.
-  * Select a customer by clicking the **Select** check box next to the desired customer's name. If the customer has unpaid invoices, the invoice records are displayed in the bottom grid.
+{{page>general:accts_rec_select_outstanding_payment}}
+VCV Under **Invoices available for Customer**:
- Under Invoices available for Customer:
+{{page>general:invoicesavailableforcustomer}}
-●      Each invoice record displays the invoice number, invoice date, invoice amount, amount paid, adjusted amount, overpayment credit, outstanding amount, and invoice account code.
+{{page>general:overpayment}}
-●      If the customer has an outstanding invoice that has yet to be printed, the invoice record is not displayed and an overpayment cannot be applied.
+====Other functions and features:====
+^Refresh|{{page>general:apply_overpayment_refresh}}|
-●      In the Apply Amount field, type the payment amount to be applied to the corresponding invoice number.
-□           The amount must be equal or less than the customer's available overpayment amount (i.e., the amount displayed in the Available Amount column in the top grid).
+{{indexmenu_n>25}}
-□           The amount cannot exceed the invoice amount.
-^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Cash Receipt Nbr|Click {{:images:dropdown.gif|}} to select a cash receipt number. If you type a partial cash receipt number (from one to five digits) and tab out of the field, the field is zero-filled to equal six digits. If alphanumeric values are entered, the field is not zero-filled.|
-^Customer Name|Type the customer's name for whom the invoice was created. As you type the data, a drop-down list of corresponding customer names is displayed. Select a customer name. The **Customer Nbr** field is automatically populated.|
-^Customer Nbr|Type the customer's number. As you type the data, a drop-down list of corresponding customer numbers is displayed. Select a customer number. The **Customer Name** field is automatically populated.|
-^Date Range|Type the from and to dates from which to select invoices. The **To** field is set to the current system date, but it can be modified.|
-^Process Date|{{page>general:accts_rec_cash_receipt_inquiry_process_date}}|
-Click **Retrieve**. Cash receipt and associated account code data is displayed.I

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