Add the Ability to allocate a payment or credit to a certain charge.

In Database view there is an applied to tab where you can add/edit the application of a credit. This needs to come over to NXT. I use this daily as sometimes the payment/credit isn't being applied to the oldest charge.

  • Randee Harvey
  • Nov 12 2024
  • No Status
Receivables
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  • Jessica Reid commented
    18 Jan 04:33pm

    Hi @Randee Harvey! I found this solution and wanted to share with you - After you create the deposit with the payment(s) for accounts receivable - navigate to the Receivables menu > Clients > Activity > Open the Payment record > the Apply Payment button is above the details. I hope this helps!

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