Is there a reason for not being able to apply an o...
# generalm
Marwan
11/09/2021, 12:26 PMIs there a reason for not being able to apply an old payment to a new invoice?
Is there a configuration somewhere for that?
c
CD
11/09/2021, 12:34 PMYou need to be more specific
m
Marwan
11/09/2021, 12:35 PMI have a payment for a certain customer, if I created an invoice today for example, I can't apply that payment to the invoice, but if I created a new payment, the invoice show up in the "apply to" list.
Marwan
11/09/2021, 12:37 PMActually, if I created a new payment and set the date to be older than the invoice, save and edit again, the invoice don't show up too.
Marwan
11/09/2021, 12:42 PMThis behavior is from the UI and from SuiteScript too.
l
Luis
11/09/2021, 12:55 PMWhy did you create the Payment transaction prior to Invoice? Is that a Customer Deposit or advanced payment? If so, you should have created a Customer Deposit transaction.
Payment is generally used for payments received on or after the invoicing.
m
Marwan
11/09/2021, 12:58 PMIt is supposed to be a down payment, but the functional team wants everything to be a normal payment, for some reason.
👀 1
Marwan
11/09/2021, 1:00 PMThe odd thing is it works on other accounts
Marwan
11/09/2021, 1:02 PMWe just know it has something to do with installments (payment terms)
Marwan
11/09/2021, 1:04 PMNever mind, I just wanted to ask if there is a known configuration for it.
If didn't work, and we have to do it like this, will contact support.
m
michoel
11/10/2021, 4:06 AMTry "creating" a new payment and selecting the payment and invoice to net off to each other. As long as the payment total is 0, it will just apply the existing payment and not create a new payment record
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