The Accounts Receivable Payments selection uses the standard browse window found throughout the Rx-Universe system.
From the browse screen the user can "Add", "Edit", "Delete" or "View" a payment. There are some restrictions for the "Edit" and "Delete" functions. If the selected payment record is for a past period (the payment date is equal or older than the last completed month), it cannot be modified or deleted.
Adding a new payment
Adding a new payment
Customers can be set up so that payments auto apply to invoices, or the lab can manually apply payments against specific invoices.
Auto apply would be used when a customer uses a "balance-foward" method, where they pay an amount (based on their statement), and the amount is applied against invoices, starting with the oldest invoice that has any balance due, until the payment is exhausted. This is what most customers will use for most labs.
Auto apply would not be used when a customer pays on a "per invoice" basis (also sometimes called open-item). In this case, the customer will indicate (on the statement or cheque stub) which specific invoices they are paying, and will require the lab to allocate the payment against those specific invoices.
The default setting for auto apply is taken from the Customer A/R screen when the customer number is entered on the payment screen; this can be changed for the particular payment entry.
To illustrate how the payments work, consider a sample customer with 4 invoices outstanding - 2 in January 2017, and 2 in February 2017, as follows:
Invoice
1) Enter the account number for the payment. You can browse the account master database by pressing the search button 
next to the entry field.
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