If you enter a payment amount on the Payments screen, Sage 50 will apply the payment amount for you.
This is how it works:
- If the Apply to Invoices tab has focus, Sage 50 will look for an invoice amount that matches the payment amount. If it finds one, it will select to pay that invoice. If it doesn't find a matching invoice amount, it will select to pay the first invoice that is due. If there is an amount remaining, it will select to pay the next invoice that is due and so on until the entire payment amount has been applied.
- If the Apply to Expenses tab has focus, Sage 50 will enter the entire payment amount as a line item.
- If you are entering a payment to a customer, Sage 50 will enter the entire amount as a line item on the Apply to Customer Account tab.
Note: If you don't enter a payment amount, Sage 50 will calculate it based on the invoices you select to pay on the Apply to Invoices tab and/or the line items you enter on the Apply to Expenses tab.
If you are entering a payment to a customer and don't enter a payment amount, Sage 50 will calculate the payment amount based on the line items you enter on the Apply to Customer Account tab.