Clarification on how to create a manual journal entry for a specific customer. Instructions for selecting the customer when creating manual journal entries in the system.
Answer:
When creating a manual journal entry, select the account type “Payment from Customer” and make sure to select the Accounts Receivable account in the account field.
- After selecting the Accounts Receivable account, an option will appear for you to select the name of the customer associated with the entry.
- Select the required customer from the dropdown list.
- You can click the “Invoice” icon next to the line to assign the entry to a specific invoice.
Note:
- You must select the entity “customer name” to successfully save the entry. If there is no specific customer, you can add a customer named “Miscellaneous Customers” to the customer list and allocate the entry to it.
Search keywords:
- Customers do not appear in the accounts
- Customer does not appear when creating a manual journal entry
