Hi.
I am a beginner to use IFS.😅
Please help me to know how to do “Customer Offset”
I started to click ”+” (New) and filled in Payment Currency.
Then, what is next action?
Best answer by gumabs
View originalHi.
I am a beginner to use IFS.😅
Please help me to know how to do “Customer Offset”
I started to click ”+” (New) and filled in Payment Currency.
Then, what is next action?
Best answer by gumabs
View originalHi
I assume you are not in cloud. I have a step by step instruction for offset. Please see below
Hope this helps
Purpose: The purpose of this lesson is to show you how to make offsets between customer debit and credit invoices/installments as well as between payments on account and invoices/installments. Parked payments can also be offset. The offset function does not cause any cash flow, and the total amount must always be zero (0).
Purpose: The purpose of this exercise is to show you how to offset a customer debit invoide to a payment on account. It requires that you have created a debit customer invoice not paid and a payment on account that has been paid. Also credit invoices can be offset to a debit invoice (not paid).
Note: Instead of entering the lines manually, you can right-click and then click Select Batch to open a window that you can populate with all open ledger items.
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