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Automatically settle AR receipts by matching invoice amounts or invoice numbers
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Automatically settle AR receipts by matching invoice amounts or invoice numbers
Does someone automatically settle your AR payments/receipts by matching invoice amounts or invoice numbers? I would like to know how you do it other than manually marking settle customer invoices from Customer Payment Journals. Thanks!
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3 Replies
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@kellygustafson are you able to assist Donna?
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So the answer here is yes… ish. You can settle automatically, but the options for automatic settlement are limited. In AR parameters, you can set Automatic settlement, which will automatically settle by the nearest due date. Another option is to Prioritize settlement (in the same section in AR parameters) and choose options for settling. One of them is Transaction amount, which will work to try to prioritize settlements by amount. It’s not perfect, but it is something!
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