Accounts Receivable Application of Payments and Credits

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We would like the ability to more easily apply and/or move payments and credits to different invoices if needed. Currently, to apply or move a credit to another invoice, we must input multiple line items and they must all hit a cash account, then you have to enter a different document to apply the credit and/or payment to a different invoice number. It would be preferable to be able to apply payments or credits to multiple invoices within the same document.

Reviewed: Need Further Info Suggested by: Toni Niemann (23 Aug, '24) • Upvoted: 26 Mar • Comments: 1

Comments: 1 Oldest | Newest | Most likes | Fewest likes

29 Aug, '24
John Michael Admin
Hi Toni,
Thank you for the suggestion regarding the streamlining of this process. For context, can you provide us with a more specific example of this workflow?

Best,
The MIP Team