Allocating AR Receipt/Credit - Bulk
Posted April 26, 2021
1. Navigate to Finance > AR > Receipts/Credits and select Unallocated AR Receipts/Credits. See Unallocated AR Receipt/Credit for more information.
2. Go to the multi-action menu > Pay Invoices.
3. Specify which AR Invoices to pay based on posted type, balance and dates.
4. Click Refresh. Review a list of AR Receipts/Credits and the amounts that will be allocated to the listed AR Invoices. Note: If you do not want an AR Receipt/Credit to be allocated to an AR Invoice, you can un-select the record by using the checkbox to the left of each receipt/invoice combination.
5. Click Process to allocate AR Receipts/Credits to AR Invoices.
Related articles
More from the Knowledge Base
Still have questions?
Live chat is staffed weekdays 8 am to 7 pm ET. Tickets get a response within one business day.
New to PCR Educator?
If you landed here from a search and want to see what PCR Educator can do, the demo is the fastest way in. Thirty minutes, no commitment.