Apply a Cash Receipt to a Pre-Invoice
You apply a cash receipt to a pre-invoice in Cash Receipts Transaction Entry.
Prerequisites:
- In the Pre-Invoice Receipt Offset field in , select the general ledger account to be credited when you enter cash receipts for pre-invoices. This is typically a liability account.
- If you use phases and/or tasks (WBS2 and WBS3): In the Phase to Post and Task to Post fields on the Sub-Level Terms tab in a project's billing terms enter the phase/task to apply pre-invoice cash receipts to.
To apply a cash receipt to a pre-invoice:
Parent Topic: Cash Receipts