When I receive a payment against multiple invoices I create a new receipt, and under account I select “Accounts receivable” and then select the customer and then the invoice pull-down lists all of their outstanding invoice numbers, along with the invoice dates. It would be extremely helpful if it also listed the outstanding balance on those invoices so I could then know which invoice to apply their payment towards.
Background: I am using desktop version. This customer may have 6 outstanding invoices and they make a single payment against 4 of them. Using the “Automatic” Invoice selection does not always work in this situation.
1 Like
I agree. There needs to be better way when manually matching invoices to receipts. I’m working towards showing current account balances in autocomplete fields.
5 Likes
You could also use the customer statements report to select the unpaid invoices and copy them to a new receipt
The totals due are shown and the invoices left unpaid can be de-selected
3 Likes
it will be better if showing left unpaid amount for each invoice when selected in the receipt voucher.