{"id":2865,"date":"2020-11-27T05:52:23","date_gmt":"2020-11-27T05:52:23","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=2750"},"modified":"2024-07-01T12:11:12","modified_gmt":"2024-07-01T12:11:12","slug":"new-receive-payments-screen-in-sage-intacct","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/11\/27\/new-receive-payments-screen-in-sage-intacct\/","title":{"rendered":"New Receive Payments Screen in Sage Intacct"},"content":{"rendered":"\n<p>With the release of <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\" target=\"_blank\">Sage Intacct<\/a> Release 4, new receive payment screen has been introduced which gives us more convenient way to find&nbsp;invoices&nbsp;and apply payments.<\/p>\n\n\n\n<p>The new screen is introduced with improved functionality. We can create advanced filters to find specific&nbsp;invoices&nbsp;easily, apply payments and credits by&nbsp;invoice&nbsp;line item, and perform bulk action on multiple&nbsp;invoices&nbsp;with a single click.<\/p>\n\n\n\n<p>Navigate to Accounts Receivable &gt;&nbsp;All tab&nbsp;&gt; and click on plus sign next to Receive payments \u2013 New to open new payment screen.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/11\/Navigate-to-Receive-Payments.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/11\/Navigate-to-Receive-Payments.png\" alt=\"Navigate to Receive Payments\"><\/a><\/p>\n\n\n<p>Below are the new features introduced in the screen:-<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Now we can just type the&nbsp;invoice&nbsp;number in the grid to add the invoice. The Process will validate the invoice number inputted.<br><p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/11\/Receive-Payment1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/11\/Receive-Payment1.png\" alt=\"Sage Summit\"><\/a><\/p><\/li><li>In case the valid invoice the associated customer automatically populates on the header.<\/li><li>New Payment memo field is introduced to add a memo to the&nbsp;payment.<\/li><li>Apply credits and discounts in bulk to multiple&nbsp;invoices.<br><p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/11\/Receive-Payment2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/11\/Receive-Payment2.png\" alt=\"Sage Summit\"><\/a><\/p>\n<\/li><li>Now we can create advanced filter views when we add&nbsp;invoices&nbsp;to the selected&nbsp;invoices&nbsp;list by clicking&nbsp;Select Invoice.<\/li><\/ul>\n\n\n\n<p>So using the newly introduced screen the payment will become more convenient and hustle free.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>With the release of Sage Intacct Release 4, new receive payment screen has been introduced which gives us more convenient way to find&nbsp;invoices&nbsp;and apply payments. The new screen is introduced with improved functionality. We can create advanced filters to find specific&nbsp;invoices&nbsp;easily, apply payments and credits by&nbsp;invoice&nbsp;line item, and perform bulk action on multiple&nbsp;invoices&nbsp;with a single\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/11\/27\/new-receive-payments-screen-in-sage-intacct\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[316,255,256,317,318,34],"class_list":["post-2865","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","tag-2020-release-4","tag-accounts-receivable","tag-ar","tag-ar-payments","tag-receive-payments","tag-sage-intacct"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Sage Intacct 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