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Step-by-Step
- Navigate to the Invoice for which you’d like to apply the deposit.
- Click on the “Receiving” tab.
- To the right of the “Deposit Item” field, click on the magnifying glass.
- Type in the Household name and press “Run Query”.
- One or more unapplied deposit records will be presented.
- Click on the desired deposit, and press “OK”.
- Set the “Receipt in Full?” flag.
- Press “Update”.
- The Unapplied Amount on the deposit is distributed to the unpaid invoice items.
- Confirm all looks good, and that there is no “Mismatch Amount”.
- If you’d like to post tentatively applied deposits to “today’s date” then toggle the “Post Deposit Now?” field to Yes, and click Update.
- Close the Invoice.
Read more about How To Apply Deposits to AR Invoices in a Batch here.