PP has been updated with auto apply credits and payments. There are 2 new settings on the invoice settings page, “Auto Apply Available Credits” and “Auto Apply Open Payments”.
Notes (1): If these are set when an invoice is created we automatically apply and credits or unapplied full or partial payments to the invoice.
Notes (2): It is not on the Cash & Carry screen as that needs to be handled differently since we accept payments prior to invoicing.
Notes (3): Note that the balance of the credit or payment must be greater than the invoice remaining balance when applied. We don’t apply partials, this still needs to be done from the existing screens.
For more information, please visit our Help Desk.