Anyone found a good way to automatically apply Cre...
# accountingm
markderrick
09/30/2019, 11:05 PMAnyone found a good way to automatically apply Credit Memos to Invoice, when the Invoice is created after the Credit Memo (So CM Auto-Apply doesn't work)
k
KevinJ of Kansas
10/01/2019, 1:10 AMAccept payment at $0
m
markderrick
10/01/2019, 11:31 AMCreating a Customer Payment at zero just gives me a "Please enter a payment amount or apply credits/deposits" message
k
KevinJ of Kansas
10/01/2019, 11:31 AMYou'll still have to select the credit for that to work
KevinJ of Kansas
10/01/2019, 11:32 AMAlso, it must be dated after the invoice and the credit memo for that to work
m
markderrick
10/01/2019, 11:32 AMYup, hoping to find a automatic routine I can run overnight to tidy up all the Open CMs
k
KevinJ of Kansas
10/01/2019, 11:35 AMI see. I think that would require scripting. Also, your customers wouldn't be concerned with not choosing which invoice that they apply to?
m
markderrick
10/01/2019, 11:42 AMNo, this is just an internal process to tie up transactions around an exchange process - goods come back on a RA, refunded onto a CM, new goods go out on a new SO, Invoice is billed and then the CM needs applying to the Invoice.
4 Views