Cash Application - FAQ

What if I have multiple payments for 1 customer?

The “Retain” checkbox will keep the customer information after a payment has been applied. This helps with rapid entry for one customer.

How can I adjust the Discount Amount?

1. In the Selected Items section, click the option to Add or Remove
   a. To add the discount, click the “Add Discount” button.
   b. To remove the discount, click the "Remove Discount" button.
2. To adjust the discount amount, use the editable Discount field.

Can I reprint an invoice?

1. Select the Invoice by single clicking the record.
2. Click “Reprint invoice”

How can I write off a portion of the invoice?

1. In Selected Items, click "Update Amount" or press Ctrl + A
2. Click "Write-off"
3. Enter the Write-off Amount. This can be a partial amount if necessary.
4. Select the appropriate Reason and G/L Account.
5. Enter the Write-off Remarks.
6. Click “OK” 
7. When finished with adjustments, click "OK".
   You should see that the "Write-off" amount has been updated.
   

Can I select a range of invoices?

1. Enter the “From” and “To” values for the range of invoices you would like to select.
2. Click the “Select range of invoices” icon.