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 Payment Entry screen.
Before you start
If you have not already done so:
-
Accounts Payable > A/P Transactions > Payment Entry.
- Select or create the payment batch and the payment entry.
To view the history of an invoice, credit note, or debit note while applying a payment or credit note:
- On the Payment Entry screen, select a document in the detail table.
- In the Apply field, select Yes (double-click in the Apply field to change the selection from No to Yes, or from Yes to No).
- Click History.
The 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.
- Click Close to return to the Payment Entry screen.