[Question] Customer Payments

[steffie250]

How does one change the setting on pastel express 2009 if you process a payment in the cashbook on the customers side (receipts) to show on the statement as a lump sum and not link it individually on the invoices?

It's always been like this, and this morning after I've done the cash book, suddenly it has changed to linking separate. I would like to change it back to show the lumps sum paid. Can someone please help me??

[Neville Bailey]

It seems that you have Open Item matching set up for that particular customer, and when you entered the receipt, you allocated it to various invoices.

Perhaps, in the past, you did not allocate the receipts to specific invoices, i.e. you left the receipt unallocated. Or else, not all your customer accounts have been set up for Open Item matching.