Small and medium business | Business Central, N...

Register Customer Payments - Select All

(0) Share

Report

Posted on by Iamtommoore

Is it possible in the register customer payments screen to select all, once filtered a customer??

Backstory!

We have 1000s of invoices per customer.... (Sucks I know)

If our bill to the customer is 50k... And the customer sends 50k... We have been told that the lady in AR has to tick each invoice to assign the payment to bring that 50k down to £0..

In Sage 50 our old system we could auto allocate and get this job done in 1click....

If this is not the right solution let me know

I have the same question (0)

All responses (8)

Answers (0)

Suggested answer

JAngle 133 on at

Like (0)

Report

Register Customer Payments isn’t the only method available to users. Try using a cash receipt journal. Key in the customer and the bank account and an amount. Use the Apply entries button and select as many as you like and use the set applies to ID button. Post the journal.

Another method is to use the bank statement. You can use payment reconciliation journals for that. If the bank statement has some detail you can map back to the customer record then auto allocations can take place and the user won’t have to key anything in.

In your suggestion it would work if the Amount column is populated but that would be more keying in effort than you have requested

Was this reply helpful? Yes No
Suggested answer

JAngle 133 on at

Like (0)

Report

My last statement is untrue. Just have the user select the Payment Made tick flag on as many invoices as they can for the batch of money and use the Post as a lump sum button. Likelihood of it being rounded depends on your invoices of course

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,105 Moderator on at

Like (0)

Report

Hi,

You should look into the Application Method used in your system.
on the customer card in the Payments tab you can set application method. If you select "Apply to oldest" here then then payments from the customer will automatically be applied to the oldest open customer ledger entries. Then your accountant do not have to manually apply them or select the invoices that are actually paid. In some installations with a high transaction volume this works very well.

If the application method is set to manually. All applications in the Customer Ledger Entries needs to be done manually at posting time or as a routine to maintain a clean ledger entry.

Was this reply helpful? Yes No
Iamtommoore 60 on at

Like (1)

Report

but they would have to tick 1000s of invoices per customer payment :(

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,105 Moderator on at

Like (0)

Report

Not if you use apply to oldest. Then you can just post the amount and the system will handle the rest.

Was this reply helpful? Yes No
STripicchio 20 on at

Like (0)

Report

Hi Tom,

I completely understand your issue as I am in the same situation. Were you able to find a better solution and if so would you kindly share?

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,105 Moderator on at

Like (0)

Report

[quote user="STripicchio"]
Hi Tom,

I completely understand your issue as I am in the same situation. Were you able to find a better solution and if so would you kindly share?
[/quote]
Is there a specific reason why you can not use the application method apply to oldest in these cases ?

Was this reply helpful? Yes No
STripicchio 20 on at

Like (0)

Report

Apply to oldest without a preview can cause issues because many times a customer misses a single or multiple invoices in a string on a check.

Was this reply helpful? Yes No