Receipt Settings
The Receipts Setting contains a single set of options that you can use to control the operation of the
'Distribute Receipt' function in Receipts.
To work with this setting, first ensure you are in the Sales Ledger and then click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcut. Double-click 'Receipt Setting' in the resulting list. The 'Receipt Setting: Inspect' window opens. Choose an option as described below the illustration and then click the [Save] button in the Button Bar to save the changes. To close the window without saving changes, click the close box.
The 'Distribute Receipt' function will be useful when a Customer sends you a payment without specifying the Invoices that are being paid. In this situation, enter a new Receipt and specify the Customer and Received Value in a new row. Leave the insertion point in that row and right-click or ctrl-click the row number. Select the 'Distribute Receipt' function from the resulting menu (in versions prior to 8.0, place the insertion point in the row, then select 'Distribute Receipt' from the Operations menu). The payment will be allocated to the Customer's outstanding Invoices.
The option in this setting allow you to choose how such payments will be allocated, as follows:
- Lowest Invoice Number
- Payments will be allocated to Invoices in Invoice Number order, starting with the lowest.
- Oldest Due Date
- Payments will be allocated to Invoices in Due Date order, starting with the oldest. This option will be useful if you are using more than one Number Series for Invoice Numbers.
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Settings in the Sales Ledger:
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