Version 4.4.0 released.
Enhancements and improvements:
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A payment entry can be allocated to another payment of the opposite direction. This is useful when we need to refund an overpaid amount and there is no need to issue a credit or debit note. Payment-to-payment allocation works for both party types: Customer and Supplier.
Example.
A customer was invoiced for $900 but mistakenly paid $1,000. The customer requested a refund of the $100 overpayment rather than leaving it to cover future invoices.
$900 of the inbound payment entry we allocate to the invoice. To refund the rest, we create another outbound payment entry for $100 and fully allocate it to the inbound payment. Then, we can complete the inbound payment because its remaining amount is zero.
Enhancements and improvements:
- Payment-to-payment allocations.
- Payment Terms Profile in Quote and Sales Order.
- Period Start Date, Period End Date fields in Invoice.
- Line items pagination in documents with large number of items.
- Line item numbers dynamically updated in edit view.
- Supplier records are lockable.
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A payment entry can be allocated to another payment of the opposite direction. This is useful when we need to refund an overpaid amount and there is no need to issue a credit or debit note. Payment-to-payment allocation works for both party types: Customer and Supplier.
Example.
A customer was invoiced for $900 but mistakenly paid $1,000. The customer requested a refund of the $100 overpayment rather than leaving it to cover future invoices.
$900 of the inbound payment entry we allocate to the invoice. To refund the rest, we create another outbound payment entry for $100 and fully allocate it to the inbound payment. Then, we can complete the inbound payment because its remaining amount is zero.
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