Auto Settlement of Sales Invoice

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Posted on by Saqib Hassan

Hi Community,

I have a question regarding Auto settlement of sales order invoice against pre-recorded payment In Business Central. Is it possible to make the payment first and then consume the whole amount against different sales Invoices?

Note : I don't want to settle Invoice manually, it should be auto-settled until all the amount has consumed

Thanks & Regards

Saqib Hassan

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Dynamics 365 Business Central

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Saqib Hassan 2 on at

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RE: Auto Settlement of Sales Invoice

Thanks Mohana.

Regards

Saqib Hassan
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Dallefeld 171 User Group Leader on at

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RE: Auto Settlement of Sales Invoice

Be very careful to the 'apply to oldest' setting. When you record the payment, if any invoices exist, the payment will apply to those invoices. Also, you will want to verify that posting the payment first will auto apply as invoices are posted. I believe the design is that the invoices should exist and they will be paid automatically when the payment is posted.
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Mohana Yadav 60,155 Super User 2025 Season 1 on at

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RE: Auto Settlement of Sales Invoice

Yes, You can set Application Method to "Applying to Oldest".