Accounts Receivable Application of Payments and Credits

1 votes

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) • Upvoted: 23 Aug • Comments: 1

Comments: 1

29 Aug
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