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Manage Customer Payments with the Rapid tab

Use the
Rapid
 tab to quickly enter basic information for customer payment transactions in a grid format. This format is helpful for entering multiple payments of the same type. When you press the TAB key at the end of a row, the application creates a new row.
As you enter information, the application automatically updates those fields in the
Detail
 tab, so the information on both tabs is always in sync.
  1. Select
    Actions
    , then
    Manage Customer Payments
    .
  2. In the first blank line in the grid, select the payment type.
  3. Select the ID for the customer who made the payment.
  4. Verify the journal, posting period, and GL account information.
  5. Enter a payment date or use one of the date entry shortcuts.
  6. Enter a reference for the payment transaction.
  7. Enter the payment amount.
  8. You can record another payment by pressing TAB (or ENTER, if you marked the
    Use Enter key to move between fields
     checkbox at
    Setup
    User Preferences
    ) at the end of the grid row or by selecting a payment type in the next row in the grid.
  9. To add more details to the transaction or to apply this payment to one or more open transactions, go to the
    Detail
     tab.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access

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