How to view the history of an invoice, credit note, or debit note while applying a payment or credit note for Sage 300 Accounts Payable

Steps:

  1. On the Payment Entry screen, select a document in the detail table.
  2. In the Apply field, select Yes (double-click in the Apply field to change the selection from No to Yes, or from Yes to No).
  3. Click History.  The Document History screen appears, providing information about each document that was previously applied to the selected invoice, credit note, or debit note.
    • Note: You cannot change any of the information on this screen.
  4. Click Close to return to the Payment Entry screen.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.