The Accounts Receivable Payments selection uses the standard browse window found throughout the Rx-Universe system.
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.
2) Enter the Payment number. A Payment number will be automatically generated if the field is left empty. This is controlled via the "Special Numbers" database within Rx-Universe. There are several Special Numbering sequences that can be used to automatically generate a payment number, select the one best suited to your labs operation. The special numbers that will be checked to generate a payment number are as follows and will be searched in sequence for a potential match; "ARPMT", "CREDIT" and "INVCE".
Note that the Payment number needs to be unique. It is the key of reference that is used in the invoice database for the customer orders, therefore it cannot be a duplicate of an order number, or a debit note or credit note.
Enter the payment date. Note that a warning will be displayed if the date is in the future. Older dates are allowed, if they are within the current period (date is not older than or equal to the last completed month).
Enter the payment reference, this field automatically defaults to "Payment", but can be changed by the user.
Enter the document number. This would normally be the check number, deposit number, etc.
Enter the payment amount.