Creating a Customer Payment

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

• Go to Cash Management or please use search field

• Click on Cash Receipt Journal

• Click on General

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

• Select Customer from the Account Type

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

• Click the Applied Entries

  
  

• Click on the Invoice you are receiving payment from.

• Click on the Set Applies-to ID

  
  

• Click OK

• Click on Post