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Question

What would cause the "Transfer to Invoice" on a sales order to be 0?

  • December 17, 2025
  • 2 replies
  • 13 views
S
Varsity I
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I’m finding some examples where the “transferred to invoice” field on a sales order (under the payments tab) isn’t being populated when an invoice has been created. I’m wondering is there something we did process wise that prevented this from happening? I ask because I built a refund tool that operates by using this field and if it isn’t being populated accurately the tool can’t figure the potential refund needed accurately.

 

The “Transferred To Invoice” field is 0
As you can see the SO is linked to this invoice so I’m not sure why it’s not reflected on the SO

The status of the invoice seems to be irrelevant as I have seen other open invoices still populate the transferred to invoice field on the SO.


I’ve tried reopening the sales order, reversing the application of the invoice, and reapplying payment but that doesn’t seem to refresh that value either.

    nickcerri32

    2 replies

    nickcerri32
    Varsity I
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    • nickcerri32
    • Varsity I
    • December 17, 2025

     ​@SBaldwin - So Acumatica will tell you that this field is 

    The amount of a payment that was applied to a sales order and then transferred to a related invoice or invoices.

    I checked one of my clients who has this field populated and it only seems to populate when they do prepayments.  For what it’s worth, I tried doing this as a regular Payment where I select the Sales Order and only the Applied to Order field was populated, not the Transferred to Invoice field.

    Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
    S
    Varsity I
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    • SBaldwin
    • Author
    • Varsity I
    • December 17, 2025

    That was one of my hunches as well that it may be only applicable to prepayments (which is how we enter payment transactions now). Thank you for confirming my hunches!

    nickcerri32
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