How to easily apply multiple payments?

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Posted on by cordial5768

We have been using CRM for invoicing and BC for financials for several months now and one of the processes we use for receivables (namely check receivables) is Deposits. However due to a delay in timing between sending invoices from CRM and posting in BC, we have many unapplied payments in our customer ledger. We do also sometimes process credit card payments on account before the invoice is posted also. Once a month I try to clean them up but it is quite time consuming. Is there a faster way to apply these payments to the correct invoices, other than to open the payment, apply to document, and post application? I have a few hundred to go through each month, and the time adds up to say the least. Thank you in advance!

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Dynamics 365 Business Central

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JAngle 133 on at

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There is a setting on the customer to apply to the oldest ledger entry automatically. By default it is set to manual.

Once the payment and invoice are in the ledger entry table there is no routine to review and apply accordingly.

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