Automatically Populate New Receipts with Amount and Payment Type

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Every time a new receipt is created, the user must enter the amount and select the payment type. 

With this setting enabled, the amount paid is automatically populated. 

  • The amount is calculated by the total of the outstanding invoices.

  • The payment type defaults to the payment type entered when the most recent receipt was created.

  • If any deposits exist, these will be allocated to the outstanding invoices first.   

  1. Click the navigation menu > Location Setup > General page

  2. Group: Accounting: Invoices and Receipts

  3. Initialization of New Payment dialogue with default data basing on invoices due and unallocated deposits = Yes
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