[Question] Pastel: How to match a new invoice to an existing credit

[XBS Admin]

Hi there,

I'm working on Pastel Partner.

A customer paid an excess amount which was left as a credit on his account.

How can I match this excess amount to a new invoice?

(On the customer statement the excess amount balances out with the invoice amount, but when new payments are made and these need to be matched to invoices, all the invoices still appear, even though some are technically balanced out by the existing credit.)

Please can someone give me advice regarding this?

Thank you.

[Mike C]

Always make a backup before trying something "new" so that if things do not work as you expect them to you can restore to the point before you tried making your correction.

Once you have updated your cash book with the payment you can go to Process - Match Open Item - select your customer and match the unallocated in dropdown with the Invoice by dragging and dropping it onto the invoice. Once matched, click the save icon and exit.

[XBS Admin]

Great, thank you.