How to Assign a Credit Card Payment to an AP Invoice

1. Accounting > AP Invoice Entry > Enter AP invoice details as usual and click + to add invoice.

2. Open the Payments tab.

3. Set "Setup for Credit Card Payment" checkbox to true.

4. Enter credit card Vendor # or use the magnifying glass to search.

5. Select the payables account from the GL Account # dropdown. This the where the payable balance of the invoice will be held until it is paid. 

6. Click here to save the payment settings.

7. Enter AP Invoice Distribution as usual.

8. Click "Post" to post the AP invoice and assign the credit card payment.

9. Click "Yes"

Now we'll look at how this AP invoice and the credit card payment assigned to it are reflected in AP Inquiry.

10. Accounting > AP Inquiry

11. Enter Vendor # or search for vendor using magnifying glass.

12. Check the History checkbox. Since the credit card payment was already applied to the AP Invoice, these details will automatically roll to History since the AP invoice now holds a 0.00 balance for the original vendor. 

13. Enter the date range you'd like to display records for.

14. Click "Refresh"

15. The AP invoice and applied payment are reflected with a 0.00 balance.

This invoice will now be available for payment under the credit card vendor assigned in step 4.