Viewing Document History when Applying a Payment or a Credit Note

You can view information about what has previously been applied to a document, including:

• Transaction type
• Check/document number
• Transaction date
• Applied amount
• Transaction description
• Vendor number and name

Note: These instructions assume you are working with the payment or credit note in the A/P Payment Entry screen.

To view the history of an invoice, credit note, or debit note while applying a payment or credit note:

1. On the A/P Payment Entry screen, select a document in the detail table.
2. In the Apply field, select Yes (click in the Apply field to change the selection from No to Yes, or from Yes to No).
3. Click History.

   The A/P Document History screen appears, providing information about each document that was previously applied to the selected invoice, credit note, or debit note.

   Note: You cannot change any of the information on this screen.

4. Close the screen to return to the A/P Payment Entry screen.