Hi,

I can’t seem to get the Customer Offset Proposal functionality to work as I was hoping.

It will happily match one-to-one (eg Customer Payment on Account for £200 to one invoice for £200), but not one-to-many (Customer Payment on Account for £350, one invoice for £200 and a second invoice for £150).

Is there a specific setting I need to choose when creating the Offset Proposal, or is there a setting on the Customer that I am missing…..or something else? Or does the functionality just not work as I had imagined/hoped?

Thanks,
Chris