Cash Posting - On Account Payment - Keyoff Payment

Cash Posting in xRMS allows you to key off an On Account payment and apply it against a customer's open invoice. This article walks through selecting the customer, editing the On Account line, entering the amount to key off, and posting the payment to reduce the amount owed on the invoice.

Entering a Key Off Amount

1. Select the Cash Posting link under the Accounts Receivable menu option.

2. Enter the Customer and Chain Number to key off an On Account to.

3. Click the edit button on the On Account line.

4. The following screen will appear.

5. Enter the Amount to Key Off.

6. Click OK on the bottom right. The following screen will appear.

7. Select the invoice to apply the On Account Payment to.

8. Enter the Amount.

9. Click Post.