Payment Amount

When Apply is clicked, for invoices Payment Amount defaults to the lesser of Total Unapplied or Balance Due less any calculated Discount Amount.  If you wish to make a partial payment, change Payment Amount to a lesser amount.  Discounts may not be taken on partial payments.  If you wish to make a partial payment for a bill and a Discount Amount has been calculated or manually entered, you must change the Discount Amountto zero before you can change the Payment Amount.  Payment Amount defaults to  Balance Duefor credit memos.

The ability to apply payments to credit memos allows you to reduce the customer's balance by the total amount of credit memos and payments and eliminates the need to apply credit memos in a separate step.  When you apply a payment amount to a credit memo, the credit memo Unapplied Amount or Balance Due is reduced by the amount in Payment Amount and the Payment Unapplied Amount is increased by the amount in the Payment Amount field on the credit memo detail line.  

For example, a $3000 payment is entered for a customer who has a $3,215 invoice and $125 credit memo.  If $125 is applied to the credit memo, the payment Unapplied Amount is increased by this amount and the credit memo has a Balance Due equal to zero and you do not have to apply the credit memo to an invoice in a separate step. 

If you made an error in applying a payment, you can always correct it as long as the date of the payment is later than the company's Close Date. Locate the payment using the  Find Listbutton on the toolbar or the Navigation button on the toolbar.  The payment will be displayed showing all documents paid as well as any other open invoices and credit memos.  Unclick Apply next to any incorrectly applied payments and click Apply next to the proper invoices to correct the application.