When trying to apply a prepayment to an invoice, "Balance" is pre-entered on line 1 under Invoice NO. and will not allow me to apply the prepayment to the invoice.
Can someone help with this?
When trying to apply a prepayment to an invoice, "Balance" is pre-entered on line 1 under Invoice NO. and will not allow me to apply the prepayment to the invoice.
Can someone help with this?
You don't enter "Balance", you choose the PP from the lookup and it should appear just like the CM in the example below.
If you can't do this, you're probably working with a customer who is not marked as an "Open Item Customer", where balances are not tracked by invoice.
Here is the Knowledge Base Article to change this setting. You need your login.
Here is the Knowledge Base Article to change this setting. You need your login.
*Community Hub is the new name for Sage City