Set Options for Payment Application

Click Prog opts on the payment application screen, you can set options that affect the display.

  1. Review your options. To change them:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    2. Click the Selection tab to select specific records. If you change the organization, you can click Refresh to see that organization's description.

    3. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Print in summary or detail

Required
1 character

Select S to display a single one-line summary with a total balance due on the invoice or select D to display all the transactions for the invoice (for example, credits and payments).

Include disputed invoices?

Optional
 

Select to display disputed invoices or leave blank to exclude them from the display.

Include zero balance transactions?

Optional
 

Select to display zero balance transactions or leave blank to exclude them from the display.

    1. Click Cancel to exit from the options screen without applying any changes.

    2. Click Save to save these options for future use.

    3. Click OK. See Apply Payments to Invoices or Apply Adjustments and Write-Offs to Invoices.