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Thread: Payment match to invoice

  1. #1
    New Member
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    Payment match to invoice

    Good day

    Can you please help me with Pastel Express. If I capture a payment in the Cash Book and I enter at the end of the line, the screen with all the invoices due does not appear. So I cannot match the payment then with an invoice. What setting must I have to ensure that the screen with the invoices for that supplier will appear?

    Thanking you
    Last edited by Dave A; 18-Mar-16 at 12:44 PM. Reason: fixed typo

  2. #2
    Platinum Member Neville Bailey's Avatar
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    Nov 2010
    Morningside, Durban
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    You have probably created the customer account as a Balance Forward account instead of an Open Item account. You can confirm that by opening the account and going to the Processing tab.

    Although it is possible to convert an account from Balance Forward to Open Item, it is not a simple and clean process, as your existing outstanding invoices will not appear as individual Open Item transactions - only new invoices will.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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