This article walks you through the process of receiving and applying cash in AR to Invoices. Below breaks out all the steps from creating an Invoice and approving it, to creating a receipt of cash, and to applying that Cash Receipt against the Invoice. The below diagram illustrates the whole process:

For any customer, you can create an Invoice as a Document to show you are expecting to receive cash for goods or services. Create an Invoice from AR>Invoices and filling in the required fields:

Once entered and reviewed, you will need to Approve the Invoice so that it is ready to receive cash against.

Once cash has been received from a customer (through check, wire, credit, etc.) you can create a Cash Receipt under Cash Management>Receive Cash>Cash Receipts and entering in the required information:

Once you have created the Cash Receipt to record the receipt of cash from the customer, you can then apply it against the previously created Invoice from the Cash Management>Receive Cash>Apply Receipts page:

First, select the cash receipt, and then enter the amount to pay, dates, and memo like in the image above. Note: A single Cash Receipt can be applied against multiple Invoices. The receipt doesn't need to fully pay any Invoice, meaning an Invoice can be left as partially paid.

After you have applied the cash receipt against an Invoice, this will create a payment object that you can find under the Cash Management>Receive Cash>Payments (AR) page:

On this page, you will see the payments created from when you had applied the receipts, but they will need to be approved here before the process is complete. Note: You can approve one by one under the 'Actions' column, or bulk approve with the checkboxes on the far left.