With the release of Sage Intacct Release 4, new receive payment screen has been introduced which gives us more convenient way to find invoices and apply payments.
The new screen is introduced with improved functionality. We can create advanced filters to find specific invoices easily, apply payments and credits by invoice line item, and perform bulk action on multiple invoices with a single click.
Navigate to Accounts Receivable > All tab > and click on plus sign next to Receive payments – New to open new payment screen.
Below are the new features introduced in the screen:-
- Now we can just type the invoice number in the grid to add the invoice. The Process will validate the invoice number inputted.
- In case the valid invoice the associated customer automatically populates on the header.
- New Payment memo field is introduced to add a memo to the payment.
- Apply credits and discounts in bulk to multiple invoices.
- Now we can create advanced filter views when we add invoices to the selected invoices list by clicking Select Invoice.
So using the newly introduced screen the payment will become more convenient and hustle free.