Creating a Customer Payment

Below is the steps followed upon receiving a payment from a customer in Business Central:

1. Go to Cash Management or please use search field

2. Click on Cash Receipt Journal

   Open

   

3. Click on General

4. Select Payment from the Document Type, Document No. is populated automatically

5. Select Customer from the Account Type

6. Select the Customer’s No. from the Account No.

7. Click the Applied Entries

8. Open

   

   Click on the Invoice you are receiving payment from.

9. Click on the Set Applies-to ID

10. Click OK

11. Click on Post