Skip to main content

Hi,

I’m very new to the IFS system and can’t seem to find a way to allocate a customer payment to multiple invoice without selecting individual invoices one at a time.

Is there a way to select multiple invoices for one payment please?  the only way we can see to do this at the moment is to select one invoice at a time in the matching transactions section.

Thanks

Chris

Hi @Tipperc 

 

You can use “Select Batch” RMB option in Transactions tab of the customer Payment window to select multiple invoices.

 

 

Best Regards

Heshani

There is also the possibility to create an automatic payment via Customer Payment Proposal:

 

It will select unpaid invoices for a specific period for one or several customers according to the selection options you have choosen. But please be aware that this window is used to select invoices to be sent to the relevant payment institution. Thus, the batch function Heshani has proposed via customer payment window should be the better option here.

Thank you both

Hi

You can follow below test plan

Create a new record in General tab of customer payment window and enter required values

Go to transactions tab

RMB/ Select Batch

Select batch of invoices dialog box gets opened

Select Populate button

Application fetches all the available invoices and CUPOAs

Select the invoices you want to match with the payment

Select Ok
 

                                                                                                                                         

Hope this information will help you

 

Best regards

Heshani

@Tipperc  You can match the batch of invoices with a single customer payment in Mixed Payment window as well.

Best regards

Heshani

@Tipperc were you able to resolve the issue as per the instructions provided?

Terms & ConditionsCookie settings