Business Computing

Applying Entries - Customer

1. Go to Customer Record
2. Select Ledger entries
3. Select either the invoice or the payment
4. Click on Process, Apply Entries

5. Select the line(s) you want to apply against

6. Select Process and then Set Applies-to ID.
7. The system automatically enters your User ID into the “Applies-To ID” field.

8. You can do this to as many open entries as you like
9. You can select the Set-Applies to ID a second time to remove the value if the incorrect one is selected.
10. Once you enter the Applies-to IDs, at least one debit and one credit, Select the Application button

11. Select Post Application