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Question

How to Apply Customer Payments Across Different Customer Accounts?

  • May 29, 2026
  • 2 replies
  • 14 views
M
Freshman I

How can customer payments be set off against another customer account in Acumatica when there is no established parent-child relationship between the customers, and without creating debit or credit notes?

Looking for recommended approaches or best practices.

      2 replies

      Laura03
      Captain II
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      • Laura03
      • Captain II
      • May 29, 2026

      Hello,

      The recommended approaches are:

      • Create a parent-child relationship where the customer with payment on account is the Parent of the customer with the invoice. 
      • Alternatively, the Payment may be Reversed/Voided from one customer and re-entered anew on the Customer that has the open Invoice.  This option requires no Debit or Credit Memo.

       

      ~ Laura Barber, WM Synergy
      M
      Freshman I
      • mfonseka55
      • Author
      • Freshman I
      • May 29, 2026

      Hello,

      The recommended approaches are:

      • Create a parent-child relationship where the customer with payment on account is the Parent of the customer with the invoice. 
      • Alternatively, the Payment may be Reversed/Voided from one customer and re-entered anew on the Customer that has the open Invoice.  This option requires no Debit or Credit Memo.

       

      Hi, thanks for your comment. But this specifically requries not to be a parent-child relationship.

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