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Is it possible to have all invoices for a specific customer account, automatically settled against a GL account?
Hi James,
What is the exact scenario here? Is it an internal customer or do you want to write off some open balances from a bankrupt customer? Or another scenario?
Based on your scenario, you can use a cash payment method that directly will settle the invoice against a ledger account.
Or you can use credit management features to create a write-off journal.
Hi Andre
Yes, it is an internal customer, and I have setup the following:
is there anything else that i need to do?
I was a bit too quick with typing. It is not the payment method, but the Terms of Payment where you can set a cash payment. Then choose the type COD and enable the Cash payment option. If you have this combination, you can select a ledger account in the field Cash. Once you have this terms of payment linked as default at the customer, the invoice will be directly paid to the Cash offset accoutnt.
That worked - thank you Andre
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