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Settle open sales invoice as a partial payment to an open vendor invoice

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Posted on by Marikap

23

For same company, for two different customer/vendor ID's (the organization is same) I'd need to settle an entire sales invoice to a vendor invoice, as a partial payment and then pay the remainder. Are there any automations for this or do I need to create a customer payment journal and settle the invoice and then create a vendor payment journal and settle the invoices then?

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Marikap 23 on at

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Settle open sales invoice as a partial payment to an open vendor invoice

For now did it manually.
Ramit Paul 20,726 Super User 2024 Season 2 on at

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Settle open sales invoice as a partial payment to an open vendor invoice

Hi,

There is netting payment feature is available from recent version of last year, it can resolve your query.

https://learn.microsoft.com/en-us/dynamics365/finance/cash-bank-management/net-customer-and-vendor-balances

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