The system offers automatic application of payments and receipts. The problem arises when a prior date invoice is posted and payments are then automatically re-assigned. I do not think this is a good behavior; once a payment is applied it ought to stay that way unless explicitly re-applied. To get around this, you can apply the payments and receipts directly to an invoice, however, the drop down list that comes up contains every invoice ever issued rather than those unpaid. If the automatic payment application is going to be automatically re-assigned by the system, at least can we get the drop down list to contain only open invoices. Thank you.
Yes there is a solution. As a workaround, go to Reports → Customer Reports / Supplier Reports → Unpaid Invoices. Select the relevant customer or supplier and reporting period, then click Copy to → Receipt / Payment. This brings across the unpaid invoice or bill numbers and outstanding amounts, making it easier to select those you wish to settle.
Thanks for that! I did not know about that feature.