AR Post Payment Wizard Updated on April 13, 2016 20:15 Follow 0 out of 0 found this helpful The AR Post Payment wizard allows users to enter a check from a customer and select which invoices it will be applied to while creating a batch. Accessing the AR Post Payment Wizard The AR Post Payment wizard can be accessed from the AR Actions menu or the corresponding shortcut buttons. Using the AR Post Payment Wizard The wizard is separated into two tabs - the AR Post Payment Wizard tab and the Customer Invoice Selection tab. AR Post Payment Wizard Tab Enter information in the Customer Payment Info group Field Description Search Type The name or ID for the paying customer. Search Text A full or partial value for which to search. Search Result The desired customer from the generated drop-down list. You may be prompted to use the unapplied cash for the selected customer; confirm or deny. Date Received The date the check was received. Date Posted The date the check was sent. Check # The number on the check. Check Amount The dollar amount of the check. Enter information in the AR Batch Info group: Field Description Created Date This field is auto-populated with the current date. Accounting Period The accounting period to which this check will apply. Batch Type The type of batch that will be created - Payment, Bill Correction, End of Year, etc. Bank The bank through which the payment will be processed. Description A free-text field used to describe this batch. Click the Next button. Customer Invoice Selection Tab Ensure the auto-populated information is correct in the Customer Name, Department Name, Check Name, and Post Date fields. Select the invoice(s) to which payment will be applied. To avoid paying off a transaction in full, replace the value in the Payment Amt column with the desired amount. Note: Items with a negative payment amount are unapplied cash for this customer and can be used to lower the amount due. Click the Finish button. Have more questions? Submit a request 0 Comments This space is for article feedback only. To make a request of the Avionté Support Team, please submit a ticket to https://support.avionte.com.