Hi, I have a customer that we regularly invoice up to 1000-2000 invoices per month. They will pay in one transaction at the end of the month but will send me a spreadsheet of the invoices and the amount. (see image 2). In the past - we used to do a Unpaid Customer Report - copy to Cash Receipt in …

batch create and some spread sheet programming

Hi Patch, how do you batch create 1x receipt with multiple lines? I can only find the Batch Create button for creating multiple receipts.

Have you tried using the automatic allocation? [image]

Hi AJD, We need to assign to each invoice as I need to send a list of unpaid invoices to the customer at the end of each month. (Not just the unpaid balance) as on their end they need to search for the missing invoices from their own various departments.

[image] Lyvia: Note: we cannot do a whole receipt and just let Manager allocate the payment as the customer wants to know which invoices they have not paid. You can leave all the allocation to Manager. Enter a single line item, posted to Accounts receivable > Customer, leaving the invoice num…

[image] Tut: You have been doing much more work than necessary. I disagree. Some customers are a pain to deal with. If the statement shows agreed amounts but not the exact same breakdown they have, they will delay payment until our statement matches theirs. Now while I don’t agree with this …

[image] Ealfardan: which is why I will move this into bugs. I don’t understand where is the bug. Feature request to deal with this use-case is OK.

[image] Lyvia: how do you batch create 1x receipt with multiple lines? Create a multi line receipt manually then look at with batch update to see what would have been required to generate with batch create. When viewed in a spreadsheet program each row is a receipt (ending in carriage return…

Batch Update is too complicated for most users. @Lyvia just wait for alternative workflow to be implemented. [image] Free selection of invoices to create receipts/payments ideas Currently we have the following options to create receipts/payments: Copy a single invoice t…

No problem. Thank you @Lubos We will continue as is for now until the new workflow is created.

Entering Multiple Lines Invoices Payment Receipt Efficiently

lubos August 29, 2022, 9:18pm 10

Batch Update is too complicated for most users. @Lyvia just wait for alternative workflow to be implemented.

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Entering Multiple Lines Invoices Payment Receipt Efficiently

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