Ideas for Acumatica

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AR Payments and adjustments allow to enter prepayments and payments on same screen

When entering payments and adjustments I think a great feature would be to allow for the following:

  1. First enter the total payment for the check from the customer
  2. Have all the open invoice and CM loaded below in the documents to apply section
  3. Allow for you to select the invoices/CM you wish to apply the payment against by using a check box
  4. After allocating all the payments, if there is still an amount leftover (such as a payment on account) have this automatically create a prepayment transaction


Right now the way these are entered is too cumbersome and it also appears you have to enter the payment on account as a separate transaction (i.e. a type of prepayment) and another transaction of payment for the portion of the check paying the invoices and credit memo's.

  • Joe Morris
  • Jan 23 2020
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