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Customer cheque payment


Userlevel 5
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Hi Team,

Could any one help with me on how can I use below process in IFS10 UPD3 , Basically “Approve” customer cheque,

Regards,

Mukesh

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Best answer by Eranda 29 May 2020, 21:40

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3 replies

Userlevel 4
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Good morning, MKG!

 

First you must add a line for the check, then match invoices & lastly approve the check.  The customer and cash account should be setup correctly prior.  If no open invoice exists for the customer, you can apply it to their account.

 

I hope this was helpful.

Userlevel 5
Badge +12

Hi,

I have created customer cheque payment line and matched with the Invoice and save the record and then I did RMB and  below are the options that  is available to me,

 Approve option does not appear . Is there any setup required for approval process . 

Regards,

Mukesh 

Userlevel 6
Badge +10

Hi Mukesh,

Approve and Dishonor options are not available in standard functionality. It seems that there is a customization (or custom menus) in your environment. In standard functionality, there can be three status for a customer check; Created, Cashed or Cancelled.

 

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