Hello,

The CUPIA is coming from an Instant Invoice?

And the CUPOA was done from Mixed Payment?

In that case, you can create a Mixed Payment with Transaction Type: Enter Customer Payment.

Select the Customer and put Amount = 0. Then select the multiple records and system will populate the CUPIA and CUPOA for you to choose.

Regards.

Thanks for the reply.  These are not CUPIA and CUPOA transactions.   

Thanks.

Paula

Maria is along the right lines with her suggestion, although not payments as she says, the advanced invoice and credit note are ledger items and you can offset them in a mixed payment using a 0 value Customer Payment that you match both the items to.

This isn’t my preferred option as you are going to be left with a zero value bank transaction, although you can create a bank account for such transactions like this if you do want to go down the mixed payment route.

I would use a Customer Offset to clear the two items off the ledger, but both routes will work.