Note on Invoice vs Payment application

  • 28 June 2022
  • 1 reply

Userlevel 5

I was wondering if anyone can help me look behind the scenes and figure out if the Notes on the payment application is tied to any other record?

We would like for it to be tied directly to the invoice itself, so notes on the invoice appear on the line item in the payment record. However, the note field on the payment does not appear to be tied to the invoice, the line item on the invoice, the journal transaction, or anything else that I can see. 

Any thoughts or help on this would be much appreciated!!

Notes in question are highlighted in red
See notes active here that do not pass through to the payment



Best answer by Julia Golomidova 29 June 2022, 09:44

View original

1 reply

Userlevel 6
Badge +3

Hi Kyle,

I tested the described scenario with the SalesDemo data and do not see any option that allows to copy line and document notes from AR Invoice documents to AR Payments created on the Invoices and Memos form using the Pay action.

Please, submit your change request to add functionality of copying notes from AR Invoices to AR Payments on the Ideas page, so that rest of the Acumatica community can see and vote for it.


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved