Basic question here.
What is the preferred workflow for receiving a payment from a customer that applies to several invoices? The Guide says to credit the payment to
Customer Credits and it will be automatically allocated against open invoices, apparently FIFO. That works, but it creates additional ledger entries with long descriptions.
And to get there, I have to drill down through the
Cash Accounts or
Bank Accounts tab to get to a
Receive Money button, and then I have to type the customer’s name twice, first in the
Payer field and then again in the
Customer field after selecting
Customer Credits. Getting there through the more-intuitive
Customers tab requires me to select an outstanding invoice first, then clear the pre-filled
Accounts receivable line entry.
Is there a more efficient way both (1) to get to the Receive Money form, and (2) to credit the payment directly to
Accounts Receivable for the particular customer but to have it allocated automatically across several invoices, without making an intermediate, superfluous
Customer Credits entry?