How to: Post Sales Payments

When you have finished recording payment tenders for a sales payment, you must post it. Any pending check or credit card transactions will be posted to the relevant customer ledger. In addition, the system will automatically create and post an invoice for the assigned sales orders, then apply the related payment entries in the customer ledger to the new ledger entry for this invoice.

The sales orders that have been assigned to a sales payment must all be fully shipped before the payment can be posted.

To post a sales payment

1. In the Search box, enter Sales Payments, and then choose the related link.
2. Open the relevant sales payment.
3. On the Actions tab, in the Posting group, choose Post.
4. Choose the Yes button to confirm this activity. The sales payment is posted.