I have a Customer with Auto-Apply Payments selected on the Customers screen.
I entered a new Invoice and a new Payment into the system, separately.
On the Auto Apply Payments screen, I have the Customer's Statement Cycle ID selected.
I click Process, but nothing changes on the Invoice or Payments screen (the payment is not applied).
After clicking process on Auto Apply Payments, Invoice still shows a balance:
And no Invoices were added to the Application History tab on the Payment:
Hello,
It looks like the Payment needs to be Released. Then try Auto-Apply again.
Laura
Hi Laura02,
Thank you for your response!
The help says that the Payment should be in the Balanced status; however, I did test Releasing the Payment to Open status, but it still did not get applied when I went to the Auto Apply Payments screen.
hello
The payment should relased.After that the invoice will show up on application histroy tab.
Here is my local replication.
, I selected the customer profile auto- apply payment check box.
Then I created the invoice
Then create a payment for that customer and released.
Finally, this payment was auto applied to the invoice that was created
Thank you
Hello,
I ran a quick test in Sales Demo on Version 2024 R1, Build 24.102.0053 .
The customer did not have Auto-Apply selected on at first. Auto-Apply was selected on today, after the customer already has these documents open:
Next, I entered a Payment that is larger than the total of open documents. The Auto-Apply Process was not needed! As soon as I released the payment, Acumatica applied this $200,000 payment to the above open Invoices, automatically:
It may be worthwhile to try prepayments with a different customer in your demo.
If you do not experience the same results as me and
Laura
Hi Muthamali!
2 questions:
1. What status was your Payment in? Balanced or Open?
2. Did you use the Auto-Apply Payments screen?
Hello
The payment status is balanced.
I did not use the auto-apply payment screen. As soon as I release the payment, the invoice will be applied.
I am testing on my local demo with no customizations.
I can auto apply on the Payments and Applications screen ok, but it is the Auto-Apply Payments screen that isn’t working for me. Was wondering if it SHOULD work, or if it’s outdated or something?
Hi
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.