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Question

Match a rolled back customer payment (SUPOA) with a customer invoice


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Hello, 

 

We used the the cancel matching functionnality of a  customer mixed payment.

 

It created a CUPOA with the company at the company at the credit account, not the customer

 

Then we tried to use this CUPOA to be matched with another customer invoice.

 

We couldn’t find this CUPOA in the offset proposal.

 

You will find attached to this message the postings generated and a screen where we can’t find our CUPOA in a manual offset proposal

 

What to do to resolve this problem ? Any ideas ?

 

Best regards.

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  • Do Gooder (Customer)
  • August 2, 2024

Did you ever get clarification on why this was not showing up in customer offset?


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  • Do Gooder (Customer)
  • January 29, 2025

As a follow-up, we found that we have to used mixed payment to apply the Payment on Account to another customer, and not the Offset Proposal. 

Offset Proposal - Used when the Payment on Account is already linked to the customer (we applied to the incorrect invoice, or there are credits to apply from the customer)

Mixed Payment - Used for everything else.

Hope this helps someone else!


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