Microsoft Idea

Inhibited apply a payment to an invoice if the posting date of the invoice is after the posting date of the payment

Barbara Coldani on 1/9/2020 11:02:44 AM

At the moment it's impossible to post and apply a payment to an invoice if the posting date of the invoice is after the posting date of the payment. In Italy this scenario happens frequently with prepayments, but most customers do not want to use the "prepayment"-functionality because it forces them to issue two invoices.
We would like this check to be removed.

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Comments

RE: Inhibited apply a payment to an invoice if the posting date of the invoice is after the posting date of the payment

Jennifer Kolb on 12/6/2024 12:15:19 AM

This is a issue for users. Not being able to apply a payment to the invoice in the Payment Journals window when the payment posting date is before the invoice posting date creates additional work for the user. They have to post the payment without applying it to the invoice which can lead to manual entry errors and then they have to apply it to the invoice in vendor ledger entries after it is posted. A warning should be enough, but not prevent it entirely.

Category: Financial Management

RE: Inhibited apply a payment to an invoice if the posting date of the invoice is after the posting date of the payment

Don Saito on 12/27/2023 4:51:55 PM

This is needed in the US as well particularly with recurring invoices that are paid prior to the invoice posting date.

Category: Financial Management

RE: Inhibited apply a payment to an invoice if the posting date of the invoice is after the posting date of the payment

Brian Nielsen on 1/13/2020 1:16:21 PM

"impossible" it is only when you pick the invoice as the applying entry. If you instead pick the payment and then apply it to the invoice can be done.

Category: Financial Management