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ReportWhen attempting to apply a payment to a client invoice, SL is automatically creating a batch. Any thoughts on how this can happen?
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When attempting to apply a payment to a client invoice, SL is automatically creating a batch. Any thoughts on how this can happen?
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If you use the Application Inquiry/Reversal screen to move a payment from one customer to another it will create a batch because the payment document for the original payment has to be reversed and a new payment document created for the new customer. Also, if the payment had been applied to an invoice or multiple invoices, those invoices are activated again. This has a net zero effect on the GL as far as the cash in bank account and the receivable account but the batch will still exist. By the way, this screen does not apply a payment (as stated in your original post) so, after performing this process of moving the payment to the other customer you still have to use the payment application screen to apply that payment under the new customer to one or more invoices under that new customer.
Thanks for replying. I spoke to the person having the issue about your response. They have clarified a few things for me. Please see the response.
In the application/reversal payment module, I tried to reapply the below payment from one customer to another. SL created several batches in the payment app module.
I would paste a picture of the issue, but don't seem to be able to.
Assuming that you left the batch control total as 0.00 and did not enter a new payment document, SL will still create a GL batch when applying a payment to an invoice if the receivable account on the invoice is not the same as the receivable account of the payment. In such a case, SL has to move the payment receivable to the invoice receivable account so that the invoice receivable account is reduced by the payment.
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