Mark a receipt as paid

After you apply a payment or credit memo, mark the receipt as paid.

To mark a receipt as paid

1. Open the receipt.

2. Click Document Status.

   The Change Status window appears.

3. Change the status:

   » To change the status of the currently displayed cash receipt:

4. Click Current Cash Receipt.

   1. Click OK.

      The AR Cash Receipt Change Status window appears.

   2. In the New Status area, click Paid.

   3. Click OK.

   » To change the status of multiple cash receipts:

5. Click Multiple Cash Receipts.

6. Click OK.

   The Change Status: Select Multiple Cash window appears.

7. Click the Customer Number lookup reference.

8. The Lookup For Customer Number window appears.

9. Select a row for the required customer number, and click Select. Or, double-click the row for the required customer number.

   The cash receipts of the selected customer are displayed in the grid.

10. Select the check boxes that correspond to the cash receipts whose status you want to change.

    Or, select the check box beside the column header of the Select

    column to select all the listed cash receipts.

11. In the New Status area, click Paid to mark the cash receipt as paid.

12. Click OK.

    If you did not apply the entire payment in a cash receipt, pre- payment, or credit memo, Made2Manage asks what to do with the excess. Perform one of the following and then click Accept, or click Cancel to apply the excess:

    Click Credit Memo to add a credit memo.

    Click Misc Rev to credit it to the miscellaneous revenue account.