When a PrePayment is entered in AR Cash Receipts, for example a deposit dated 07/01/14, the system will name the invoice "JUL0714-PP". Match Credits to Open Invoices then applies PrePayments by their invoice no, so it would apply the 07/01/14 JUL0714-PP credit to invoices before an older 03/01/14 MAR0314-PP. I propose an option be added to choose which method the system applies the credits by adding a second dropdown menu to select whether credit memos are sorted by sequential invoice no or by invoice date.
by: Aaron K. | over a year ago | General Enhancements
Comments
Similar request in that our customer requested to be able to have a drop down that shows the individual invoices and be able to select one or multiple invoices from the drop down to match to.
I put my prepayments in at 070714-PP and it seems to help me know when which arrived first.