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2) 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.
NOTE: The default setting for auto apply can be changed from the Customer A/R screen, (click here for instruction)
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These transactions will show in the A/R Transactions window as:
The customer is configured to receive a 10% discount on their Rx pricing if they pay by the 10th of the month following the statement. So, in the examples above, invoices 805665 and 874555 would receive a 10% discount if payment on them is made on or before 10 February 2017. Invoices 875102 and 888100 would receive the 10% discount if they are paid before 10 March 2017.
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