To Pay Separate Lines of an AR Document (or Multiple Documents)

You pay separate lines of an AR invoice or of multiple invoices of a customer on the Payments and Applications (AR302000) form, and then you release the payment. You can also apply credit memo lines to invoices by paying them in one payment.

To Pay Separate Lines of an AR Invoice

1. Open the Invoices and Memos (AR301000) form.
2. In the Reference Number box, select the reference number of the invoice whose lines you want to pay.
3. On the form toolbar, click Pay.

   The system navigates to the Payments and Applications (AR302000) form.

4. In the Summary area of the Payments and Applications form, review the amount in the Payment Amount box.
5. In the Application Date box, review the date, and change it, if necessary.
6. On the Documents to Apply tab, review the invoice lines that are selected by default.
7. Optional: For each particular line of the invoice that you want to fully pay, clear the Included check box for other lines and leave selected only the line or lines you want to pay.
8. Click the Refresh button right of the Payment Amount box. The system automatically updates the amount in this box with the amount of the invoice line or lines.
9. Optional: For each particular line of the invoice that you want to partially pay, do the following:
   1. In the Amount Paid column for the needed line, specify the amount that you want to pay, and press Ctrl + Enter to submit the line.
   2. Click the Refresh button right of the Payment Amount box. The system automatically updates this box with the amount you specified in the Amount Paid column. Notice that the Balance column for the partially paid line shows the difference between in the line amount and the amount paid.
10. Click Save to save the changes.
11. To release the payment, on the form toolbar, click Release.

To Pay Separate Lines of One or Multiple AR Invoices

1. Open the Payments and Applications (AR302000) form.
2. On the form toolbar, click Add New Record, and specify the following settings in the Summary area:
   • In the Type box, select Payment.
   • In the Customer box, select the customer whose invoice lines you want to pay.
   • In the Application Date box, review the payment date, and change it if necessary.
   • Optional: In the Description box, enter the payment description.
3. On the Documents to Apply tab, review the invoice lines that the system has loaded automatically.
4. In the table, select the Included check boxes for the lines of one invoice or multiple invoices that you want to pay in one payment.
5. In the Summary area, click the Refresh button right of the Payment Amount box. The system will automatically update the Payment Amount box with the sum of the amounts in the selected invoice lines.
6. Click Save to save the changes.
7. To release the payment, on the form toolbar, click Release.

To Apply a Credit Memo Paid by Line to an Invoice

1. Open the Payments and Applications (AR302000) form.
2. On the form toolbar, click Add New Record, and specify the following settings in the Summary area:
   • In the Type box, select Payment.
   • In the Customer box, select the customer whose credit memo lines you want to apply.
   • In the Application Date box, review the payment date, and change it if necessary.
   • Optional: In the Description box, enter the payment description.
3. On the Documents to Apply tab, review the document and document lines that the system has loaded automatically.
4. In the table, select the Included check boxes for the lines of one invoice, multiple invoices, and credit memos that you want to pay in one payment.
5. In the Summary area, click the Refresh button right of the Payment Amount box. The system will automatically update the Payment Amount box with the sum of the amounts in the selected invoices and invoice lines minus the amounts of the selected credit memo lines.
6. Click Save to save the changes.
7. To release the payment, on the form toolbar, click Release.