Hi All,
I am working with my customers on settling underpayments from large vendors. For ex: Invoice for $200 and the customer pays me $199.98. I don't care to chase the pennies so when doing a customer payment journal I mark the invoice, and also fully settle (so the system books it as a cash discount to the account defined in account for automatic transactions). That works as expected, expect when I do a unsettle and resettle within the Customer Transactions (AR -> Customers -> All Customers -> Transactions). There is no option to fully settle. I was unable to add a column within this view for fully settle and the settlement and cash discount tabs were not able to accomplish either.
The best workaround without development I have found to resettle the invoice is to settle as normal and leave a balance on the account i.e. above would leave a $0.02 balance. Then do a customer payment journal to hit the customer and instead of bank change it to ledger for the .02 so the invoice balance on the customer account is no $0.
Does anyone know a better solution? Is it possible to fully settle within customer transactions vs the customer payment journal.
