Unable to apply payments to charges/invoices

The ability to apply payments is not available in NXT. I need to be able to record when my clients pay their bills. This is a basic function of any accounting software and was available in database view. When will be available in NXT?

  • Jane Kish
  • Dec 12 2024
  • No Status
  • Attach files
  • Jessica Reid commented
    18 Jan 04:32pm

    Hi @Jane Kish! 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!