Our customer would like to apply payments by using a process for pay/release A/R invoices.
For credit card there is “auto-apply payments” but this is not available for any other payment method.
What do you suggest?
Solved
A/R, process to apply payments
Best answer by Laura02
Hello,
If the customer has Auto-Apply checked on in the customer profile, we can automatically apply any payment method. When I enter and release a Check payment for the customer shown below, Acumatica automatically applies the check payment to the oldest open invoices for this customer.
Auto-Apply is also available as a Process, applying payments for groups of customers who have open payments, at the same time with the same process.
HTH.
+16HI
Do you have credit card processing in place? If so, you can use the features under banking to Generate and Capture Payments? There is also Credit Card Processing for Sales under Sales Orders.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Thank you so much kbeatty21 for your fast response.
Yes, the credit card does work, but we are looking for something similar to process orders with the payment methods cash/check/ACH.
Thank you!
Monika
1 person likes this
+19Hello,
If the customer has Auto-Apply checked on in the customer profile, we can automatically apply any payment method. When I enter and release a Check payment for the customer shown below, Acumatica automatically applies the check payment to the oldest open invoices for this customer.
Auto-Apply is also available as a Process, applying payments for groups of customers who have open payments, at the same time with the same process.
HTH.
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
+4Hi
Is this the process you were looking for?
laura01, thank you for your answer also.
I tested it and it worked! This is awesome! Thanks!
BenjaminCrisman, thank you for your response.
Yes, this is what I was looking for. Auto-Apply payment for payment methods cash/check and ACH.
Thank you!
Monika
1 person likes this
Can you please help and advise on cases where we have multiple invoices and including a recurring payment charging on a customer credit card monthly? How can we auto-apply the recurring payment created and captured on a credit card and you want to auto-apply it to the same amount open invoice.
1 person likes this
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