How to register payments from customers in Business Central?
In this video, I will show you how to register payments from customers.
This is what happens in the video
It is done through a cash receipt journal, when I receive money in my bank from a customer.
I can go into a cash receipt journal, select if it’s a payment from the customer, enter a document number and select that the payment is coming from a customer, and of course the customer account.
Now, I could either enter the amount here and do the application, or I could start by looking into my application from my actions, function, apply entries, so I can see the outstandings for this customer, and also check with the payment that it’s correct.
I can select the different customer ledger entries that I want to apply.
Maybe it’s all of them, in this case, I select action, application, and I can set application ID.
I could also have set it manually, when I have it from the journal.
After setting the application ID, the line amount is filled in automatically, and it should be the same as I received in my bank.
I need to enter the balance account, and I want to put it into my bank account, and it’s my bank account for the correct currency coming from this customer.
Then I’m ready to post it.
I’ll go for my process, post, and post the line.
And now it is applied to my customer ledger entries for the specific customer.
I’ll check, that it’s done correctly.
So I’ll find my customer, and navigate to the customer ledger entries, and the remaining amount for all of those should be zero, and they should be closed, meaning, the checkmark in Open is removed.