Hi,

There is window named ‘Customer Payment Matching Analysis’  in standard IFS application. However it will show different lines for invoice & payment with reference to invoice no. You may try that.

Best Regards

Narmada

Hi @IDENTEC 

You may also check the “Customer Invoices Due for Payment Analysis” window for this purpose.

Kind Regards,

Dismanthi

Hi @IDENTEC ,

You may also consider the feasibility of developing a quick report to meet your exact requirement

Business Reporting and Analysis >  Ad- Hoc Reporting > Quick Reports

Best Regards,

Sachin

Hi,

I agree with all above posts.

Anyway can also go to Customer Analysis window as well, which includes all details relating to a particular customer, such as invoices, payments, installments etc. And this shows Invoiced Amount and Open amount per invoice and whether the invoice is fully paid or not. Refer attached “Image 1 - Customer Analysis.png”

And from this window, you can select an invoice and RMB on it to view options relating to that invoice. Refer attached “Image 2 - Customer Analysis RMB.png”

And also you can go to Payments per Invoice, which will give you information on the type of payment, voucher series/ number on the payment for the selected invoice. Refer attached “Image 3 - Customer Payments per Invoice.png”

And if you need to get the required analysis reports, you can go to Order Reports and select the required reports. Refer attached “Image 4 - Order Reports.png”

Best Regards,

Rasangi

I agree with all the answers above but wanted to make sure you are aware of the customer credit management functions in IFS.   If you are using -- the customer credit analysis (after you run the calculate) is  great overview of your customers and shows their DSO so you know which customers you should focus on

Hi IDENTEC

As Nancy mention on a previous note, if you use IFS standard Customer credit Management windows ( Customer record need to have data on credit info tab and you need to run the job "Calculate Customer credit information " ), This will capture data on customer level such as ; 

1.Last payment Amount and Last Payment date
2.Credit limit and remaining credit limit Etc

And Then when it comes to individual invoice level, I believe this information could be gathered through " AR customer invoice analysis window" and “Customer Invoices Due for Payment Analysis”