Navigation:  Financials > Transaction > Transaction Detail Tabs - Receipts > Accounts Receivable Tab

The tab will show any invoice/policy or claim transaction that has monies outstanding for the payer.

Note both credits and debits are available for selection so they can be balanced against each other.

 

Automatic Distribution: Tick the box to automatically allocate monies receipted.

 

 

If you have not ticked to Auto Distribute, click the box of the specific Policy/Invoice being paid, then enter the amount against the specific invoice you are receipting (in to the amount column).

 

Click to save.