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Create Payment with different customers at "Documents to Apply" tab

  • 6 January 2022
  • 4 replies
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Userlevel 3
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  • Jr Varsity III
  • 133 replies

Hi

The aim of this topic is to identify how to add invoices with different customers to "Documents to Apply" tab

The result which I am trying to achieve look like this 

The Customer of the Payment is ABCVENTURE and the customers of the invoice which I added to the table are AVCSTDUDIOS and ABCVENTURE

However, in another acumatica I can’t add invoices with different customers, for example 

Here Acumatica allows to add only one invoice, because only one have corresponding customer

How to add invoices with different customers ? 

 

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Best answer by Dmitrii Naumov 6 January 2022, 14:27

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Userlevel 5
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There is a feature "Business account relations". 

You can have hierarchical customers structure, e.g. in that example ABCVENTURE is a child company of ABCHOLDINGS. That's why you can add the payment to the invoice. 

See details here:

https://help-2021r2.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=feb0945a-19f5-4705-a874-b2a450028277

 

Userlevel 3
Badge

There is a feature "Business account relations". 

You can have hierarchical customers structure, e.g. in that example ABCVENTURE is a child company of ABCHOLDINGS. That's why you can add the payment to the invoice. 

See details here:

https://help-2021r2.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=feb0945a-19f5-4705-a874-b2a450028277

 

Thanks a lot

Userlevel 7
Badge +8

Hi @Ivan 

Adding to what @dnaumov mentiond

  • enable parent child relationship
  • set the parent account on child Customer accoun
  • enable ‘consolidate balance’ on child account

This enables you make apply payment of parent Customer to child customer invoices.

Hope this helps,

Regards,

 

Userlevel 3
Badge

Hi @Ivan 

Adding to what @dnaumov mentiond

  • enable parent child relationship
  • set the parent account on child Customer accoun
  • enable ‘consolidate balance’ on child account

This enables you make apply payment of parent Customer to child customer invoices.

Hope this helps,

Regards,

 

Thanks a lot, my issue is resolved

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