You can control the order in which open documents appear in selection lists when you are applying receipts in Receipt Entry. (Open documents are invoices and debit notes that are not yet paid or credit notes that have not been applied.)
By default, open documents are displayed by document number. To change the order, select your choice for Default Order Of Open Documents on the Transactions tab of the A/R Options screen.
You can choose to display open documents for each customer account by:
To see open invoices first, use an invoice prefix that will come first in alphabetical and ASCII order. The following table shows prefixes that will list invoices first, followed by interest invoices, credit notes, debit notes, prepayments, unapplied cash, and adjustments.
Prefix | Document Type |
---|---|
IN | Invoice |
INT | Interest invoice |
NCR | Credit note |
NDR | Debit note |
PP | Prepayment |
UC | Unapplied cash |
XADJ | Adjustment |