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
+9
Hi
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
+9
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
+9
Best regards
Heshani
+9
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