Ideas for Acumatica

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Line Item Payment Applications

We know that Acumatica can manage applications of payments to Invoice level.

Could you please let us know if it can also manage applications of payments down to Invoice Item level?

 

Eg. An invoice has 2 items. 1 for R100, and one for R900.

Total R1000.

The client pays only R900.

Instead of applying the R900 only to the Invoice, we want to be able to apply it to the specific line item that is R900. This is so that we can report on which specific line items have not been paid.

  • Frederik Cronje
  • Feb 20 2018
  • Shortlisted
  • Attach files
  • Frederik Cronje commented
    February 20, 2018 07:28

    Acumatica support confirmed that this is only possible with a customization.  

  • David Bryant commented
    February 20, 2018 07:46

    Great Idea.  Better manage cash flow.

  • Sifiso Mchunu commented
    February 20, 2018 09:07

    Effective

  • Miguel Quintana commented
    March 22, 2018 00:53

    We had to do this for  Customer. We made a customization that applies payments automatically based on a pre set order of Item Classes.

  • steven Hirsch commented
    April 23, 2018 18:43

    Miguel,

    I'd love to speak to you about your customization.  Please let me know how we can get in touch.

    Thanks

    Steven

  • Admin
    Feedback Admins commented
    June 29, 2018 19:09

    The request will not be implemented due to its specific nature.