Accounts Receivable Payment Processing How to Create a Negative Payment Batch

How To Create a Negative Payment Batch

Negative payment batches are used when a payment was applied to the incorrect invoice or the incorrect customer account.  In the situation where a payment was applied to the incorrect customer, a negative payment batch is created to reverse the payment from the incorrect customer and a separate regular payment batch is created to create the payment for the correct customer.  Both batches are deposited at the same time having a net effect of zero on the bank account balance.

Follow the steps below to create a Negative Payment Batch.

1.  Navigate to the Main Application menu tree and select the Accounts Receivable / Payment Processing menu option.

2.  Create the Payment Batch Header – The Payment Processing Batches form will be displayed.  Press the New button located at the lower right of the form to begin a new payment batch.

3.  Enter Batch Header Information – The Batch Information form will be displayed.  Enter the Batch Date, Description, and the Tape Total; a negative value must be entered in this field.  Press the Save button when finished.

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