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The default description functionality is only triggered if you use a payment proposal, for most in the US this is not how payments are applied. They either use the enter new payments form, enter them directly in the Customer Payments journal or import the payments. It would be great if the default description would apply when these other entry methods are used.

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Comments

J

The default description on the customer payment also gets triggered from the Retail transaction statement posting.

Hi Jake Milford,
Need one more clarity here , currently we checked the same, default description for Customer - payment, customer works for normal transactions as well (means if we entered customer payment journal directly)

and but in case of default description for Customer - payment, Ledger is not working other than payment proposal process.

Category: Cash and bank management